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MERIDIAN WEALTH ADVISORS, LLC
CRD 140991 · SEC 801-127570
9400 HOLLY AVE NE, BLDG 4, ALBUQUERQUE, NM, 87122-2969, United States
Phone
(505) 828-2220
Fax
(505) 212-0010
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$156.2M
Discretionary AUM
$148.3M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30 | $11.1M |
| High net worth individuals | 48 | $143.2M |
States served
NM, TX
All web addresses on file
- https://wealthtender.com/financial-advisors/scott-floersheim-cpa-pfs-cfp-rma/
- https://www.napfa.org/firm/38134/18822
- https://www.linkedin.com/in/scottfloersheim
- https://www.meridianwealthadvisors.com
- https://www.feeonlynetwork.com/financial-advisor/scott-floersheim/
- https://www.napfa.org./member/9992/18822
Official SEC filing: View on IAPD