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Home > Retirement Planners > new mexico > albuquerque > MERIDIAN WEALTH ADVISORS, LLC
MERIDIAN WEALTH ADVISORS, LLC
9400 Holly Ave Ne
Bldg 4
Albuquerque, New Mexico 87122-2969
Tel: (505) 828-2220
About MERIDIAN WEALTH ADVISORS, LLC
MERIDIAN WEALTH ADVISORS, LLC, formally registered with the SEC as MERIDIAN WEALTH ADVISORS, LLC. The firm was established in 04/06/2023. They have over 1 offices throughout the country.
MERIDIAN WEALTH ADVISORS, LLC is a Albuquerque, New Mexico based Financial Planning firm with nearly $144,880,441 assets under management, offering retirement planning & investment advisory services to 257 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 140991 |
| SEC# | 801-127570 |
| Assets Managed by Firm | $144,880,441 |
| No. of Clients | 257 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 257 | $144,880,441 |
| Individuals (other than high net worth individuals) | 30 | $9,802,022 |
| High net worth individuals | 48 | $134,789,759 |
| Corporations or other businesses | Fewer than 5 clients | $288,660 |
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