Overview
Assets Under Management: $118 million
High-Net-Worth Clients: 31
Average Client Assets: $3.0 million
Frequently Asked Questions
MERIDIAN WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #285853), MERIDIAN WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
MERIDIAN WEALTH MANAGEMENT serves 31 high-net-worth clients according to their SEC filing dated February 17, 2026. View client details ↓
According to their SEC Form ADV, MERIDIAN WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
MERIDIAN WEALTH MANAGEMENT manages $118 million in client assets according to their SEC filing dated February 17, 2026.
According to their SEC Form ADV, MERIDIAN WEALTH MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.70%
Average Client Assets: $3.0 million
Total Client Accounts: 285
Discretionary Accounts: 274
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 285853
Filing ID: 2054159
Last Filing Date: 2026-02-17 20:20:39