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MERIDIAN WEALTH MANAGEMENT, LLC

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

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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 StatusApproved
Firm CRD#151523
SEC#801-70676
Assets Managed by Firm$2,905,556,042
No. of Clients8456
No. of Advisors37

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 ClientsAUM
Firm Total8456$2,905,556,042
Individuals (other than high net worth individuals)2528$1,707,248,866
High net worth individuals356$881,565,284
Pension and profit sharing plans13$685,942
Charitable organizations22$283,497,667
Other investment advisersFewer than 5 clients$1,135
Corporations or other businesses23$32,557,148

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