Hedge Fund
    SEC Registered
    Manages Private Funds

    Meridian Wealth Advisors, LLC

    Registered investment advisor · Albuquerque, New Mexico · CRD #140991

    Assets Under Management
    $156M
    Client Accounts
    260
    Employees
    1
    CRD Number
    140991
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Meridian Wealth Advisors, LLC

    Meridian Wealth Advisors, LLC is a SEC-registered investment advisory firm headquartered in Albuquerque, New Mexico, managing approximately $156M in regulatory assets across 260 client accounts. The firm's full regulatory record is filed with the SEC under CRD #140991.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Meridian Wealth Advisors, LLC

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    Frequently Asked Questions

    What is Meridian Wealth Advisors, LLC's AUM?

    Meridian Wealth Advisors, LLC reports approximately $156M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Meridian Wealth Advisors, LLC headquartered?

    Meridian Wealth Advisors, LLC is headquartered in Albuquerque, New Mexico.

    What is Meridian Wealth Advisors, LLC's CRD number?

    Meridian Wealth Advisors, LLC's CRD number is 140991. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Meridian Wealth Advisors, LLC manage?

    Meridian Wealth Advisors, LLC manages approximately 260 client accounts according to its latest SEC filing.

    Is Meridian Wealth Advisors, LLC SEC registered?

    Yes, Meridian Wealth Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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