Wealth Manager
    SEC Registered
    Manages Private Funds

    Meridian Wealth Management, LLC

    Registered investment advisor · Lexington, Kentucky · CRD #151523

    Assets Under Management
    $5B
    Client Accounts
    12,298
    Employees
    67
    CRD Number
    151523
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Pershing Advisor Solutions Llc, Fidelity Brokerage Services Llc

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

    About Meridian Wealth Management, LLC

    Meridian Wealth Management, LLC is a SEC-registered investment advisory firm headquartered in Lexington, Kentucky, managing approximately $5B in regulatory assets across 12,298 client accounts. The firm's full regulatory record is filed with the SEC under CRD #151523.

    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 Management, LLC

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    Frequently Asked Questions

    What is Meridian Wealth Management, LLC's AUM?

    Meridian Wealth Management, LLC reports approximately $5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Meridian Wealth Management, LLC headquartered?

    Meridian Wealth Management, LLC is headquartered in Lexington, Kentucky.

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

    Meridian Wealth Management, LLC's CRD number is 151523. 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 Management, LLC manage?

    Meridian Wealth Management, LLC manages approximately 12,298 client accounts according to its latest SEC filing.

    Is Meridian Wealth Management, LLC SEC registered?

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

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