MERIDIAN WEALTH MANAGEMENT, LLC

100 W Main Street
Suite 450
Lexington, Kentucky 40507
Tel: 859-543-4516

About MERIDIAN WEALTH MANAGEMENT, LLC

MERIDIAN WEALTH MANAGEMENT, LLC, formally registered with the SEC as MERIDIAN WEALTH MANAGEMENT, LLC. The firm was established in 10/14/2009. They have over 12 offices throughout the country.

MERIDIAN WEALTH MANAGEMENT, LLC is a Lexington, Kentucky based Financial Planning firm with nearly $2,905,556,042 assets under management, offering retirement planning & investment advisory services to 8456 clients. The firm is staffed with 37 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	151523
SEC#	801-70676
Assets Managed by Firm	$2,905,556,042
No. of Clients	8456
No. of Advisors	37

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	8456	$2,905,556,042
Individuals (other than high net worth individuals)	2528	$1,707,248,866
High net worth individuals	356	$881,565,284
Pension and profit sharing plans	13	$685,942
Charitable organizations	22	$283,497,667
Other investment advisers	Fewer than 5 clients	$1,135
Corporations or other businesses	23	$32,557,148

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