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 organized as an LLC and registered with the SEC in 2009. The firm serves both individual and institutional clients and functions as a capital allocator, sourcing third‑party managers as part of its advisory mix. Its client services combine financial planning and portfolio management for individuals, small businesses and institutions, along with pension consulting, adviser selection and educational workshops. Meridian also operates an insurance brokerage practice and offers fee arrangements that include a percentage of assets under management, hourly billing and fixed fees. Meridian has received industry recognition in recent years, including listings on Forbes’ RIA rankings in 2023 and 2024 and Citywire mentions in 2022 and 2025.