MERIDIAN WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2009

Total AUM

$5B

Discretionary

$4.8B

97% of AUM

Avg account

$405K

Accounts

12,298

Employees

Advisory reps

Firm details

Headquarters: Lexington, Kentucky
CRD number: 151523
Registered since: October 14, 2009
Website: www.meridianwealthllc.com
Custodians: CHARLES SCHWAB & CO., INC., PERSHING LLC, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI69.2%
Individuals18.25%
Pension & Profit Sharing Plans12.21%
Charitable Organizations0.18%
Corporations / Businesses0.16%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Meridian Wealth Management, LLC is an independent registered investment adviser formed as an LLC and SEC-registered since 2009. The firm serves both high-net-worth individuals and institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of outside advisers, and educational seminars. Meridian also operates as an insurance broker and charges clients via a mix of asset-based fees, hourly rates and fixed fees. The firm identifies as a capital allocator, which indicates it sources and places client capital with third-party managers in addition to managing liquid assets in-house. Meridian is not characterized as an active ESG investor. Public recognition includes appearances on Forbes’ RIA rankings (America’s Top RIA Firms in 2023 and Top RIA Firms in 2024) and Citywire’s “50 Growers Across America” list in 2022 and 2025.