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MERIDIAN WEALTH MANAGEMENT, LLC
CRD 151523 · SEC 801-70676
100 W MAIN STREET, SUITE 450, LEXINGTON, KY, 40507, United States
Phone
859-543-4516
Fax
859-543-4523
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.98B
Discretionary AUM
$4.83B
Team
67 total employees; 59 advisory reps; 51 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4344 | $909.2M |
| High net worth individuals | 1022 | $3.45B |
| Pension/profit sharing plans | 108 | $608.7M |
| Charitable organizations | 27 | $8.8M |
| Corporations/business entities | 32 | $8.0M |
States served
AL, AK, AZ, AR, CA, CO, DE, GA, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- HTTPS://WWW.FACEBOOK.COM/MERIDIANWEALTHLLC
- HTTPS://MERIDIANWEALTHLLC.COM/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/MERIDIAN-WEALTH-MANAGEMENT-LLC-INC
- HTTPS://WWW.INSTAGRAM.COM/MERIDIANWEALTHLLC
- https://www.reviewbuildinvest.com/
- https://www.mcfarlandchase.com/
- https://suzannepowell.com/
- https://thechrispowell.com/
- https://www.varsitywealthllc.com/
- https://swgplanning.com/
Official SEC filing: View on IAPD