MERIDIAN WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$4,983,377,516
Discretionary
$4,830,645,849
Non-discretionary
$152,731,667
Firm details
- CRD number
- 151523
- SEC file number
- 801-70676
- Main office
- LEXINGTON, KY, United States
- Employees
- 67
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.