Meridian Wealth Management
SEC RegisteredWe make every client feel like they're our only client.
About the firm
Meridian Wealth Management provides financial planning for self-employed professionals and highly compensated employees. Unlike other firms, they intentionally work with a limited number of families so each one feels as though they have undivided attention. They serve as ongoing advisors across financial planning, investment management, and tax strategies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, investment management, and tax strategies.
Who they serve
Self-employed professionals, workplace plan sponsors, and highly compensated employees.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 40 | $21M |
| High Net Worth Individuals | 31 | $92M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $250,000 | 1.50% |
| Next $250,000 | 1.35% |
| Next $2,500,000 | 0.75% |
| Above $3,000,000 | 0.00% |
Data as of February 17, 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 Management 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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