Overview
Assets Under Management: $3.9 billion
Headquarters: LEXINGTON, KY
High-Net-Worth Clients: 766
Average Client Assets: $3 million
Frequently Asked Questions
MERIDIAN WEALTH MANAGEMENT, LLC 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 #151523), MERIDIAN WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
MERIDIAN WEALTH MANAGEMENT, LLC is headquartered in LEXINGTON, KY.
MERIDIAN WEALTH MANAGEMENT, LLC serves 766 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, MERIDIAN WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
MERIDIAN WEALTH MANAGEMENT, LLC is ranked #105 by Forbes in 2025. Learn more about these rankings ↓
MERIDIAN WEALTH MANAGEMENT, LLC manages $3.9 billion in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, MERIDIAN WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Recent Rankings
Forbes 2025: 105
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