MERIDIAN WEALTH MANAGEMENT, LLC
Doing business as MERIDIAN WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$117,790,070
Discretionary
$103,607,065
Non-discretionary
$14,183,005
Firm details
- CRD number
- 285853
- SEC file number
- 801-135297
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.