Meridian Wealth Advisors, LLC
SEC RegisteredFee-Only Fiduciary Planning for Complex Pension & Equity Compensation Benefits
About the firm
Meridian Wealth Advisors, LLC (MWANM) is an SEC Registered Investment Advisor providing wealth and tax management services to clients throughout the U.S.A. but primarily in Albuquerque and Central New Mexico. MWANM was founded in 2006 to offer fiduciary, fee-only advice customized to the needs of clients. The firm focuses on helping clients nearing or already in retirement manage their investments and taxes, and collaborates with them to develop a financial plan to support their lifestyle and goals throughout retirement.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth and tax management services including investment management, tax preparation, retirement planning, equity compensation options, exit planning, and fee-only fiduciary financial planning.
Who they serve
Clients throughout the U.S.A., primarily in Albuquerque and Central New Mexico, with a focus on those nearing or already in retirement.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 30 | $11M |
| High Net Worth Individuals | 48 | $143M |
Leadership
Office locations
Regulatory & compliance
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Meridian Wealth Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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