Meridian Wealth Management, LLC

RIASEC RegisteredEst. 2009
Total AUM
$5B
Discretionary
$4.8B
97% of AUM
Avg account
$405K
Accounts
12,298
Employees
67
Advisory reps
59

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 in 2009 that combines fee-based wealth management with insurance brokerage services. The firm serves individuals, families and institutional clients and describes itself as a capital allocator — offering financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, manager selection and educational workshops. Meridian does not identify as an active ESG investor. It has received external recognition from Forbes (America's Top RIA Firms 2023; Top RIA Firms 2024) and Citywire (50 Growers Across America in 2022, 2025 and 2026).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, Public Funds/Mutual Funds 16%, Cash & Cash Equivalents 8%, US Government Bonds 2%, Other 2%, Investment Grade Corp Bonds 1%, Private Funds 1%70%
  • Exchange Traded Equities70%
  • Public Funds/Mutual Funds16%
  • Cash & Cash Equivalents8%
  • US Government Bonds2%
  • Other2%

Owners & executives

2 of 2
  • Barry Cooper

    Barry Cooper

    COO & PartnerCRD 6293790

  • Gregory Couch

    Gregory Couch

    CEO & FounderCRD 4910345

Contacts

3 of 57
  • Jeremy Chase

    Jeremy Chase

    Senior Portfolio ManagerCRD 5657256

  • Bruce Ward Jr

    Bruce Ward Jr

    Senior Wealth Management AdvisorCRD 5080577

  • Jacob Tamme

    Jacob Tamme

    DirectorCRD 5359345

Unlock 54 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 481

Active vs passive

$1.6B in ETFs

Passive

85%

$1.4B

Active

10%

$246M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$125M170,0177.65%
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Location

Primary office

Lexington, KY

Fayette

Location

Lexington, KY

Headquartered in Lexington, KY, anchoring the Lexington-Fayette--Richmond--Frankfort, KY metro in the South.

Metro area
Lexington-Fayette--Richmond--Frankfort, KY
Region
South
County
Fayette
Address
100 W Main St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth