Overview
Assets Under Management: $3.9 billion
Headquarters: LEXINGTON, KY
High-Net-Worth Clients: 766
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 766
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.87
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 8,802
Discretionary Accounts: 8,801
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 151523
Filing ID: 1974883
Last Filing Date: 2025-03-31 22:10:00
Website: https://meridianwealthllc.com