MERIDIAN WEALTH MANAGEMENT, LLC
Company Profile
| AUM* | 4,983,377,516 28% |
| of that, discretionary | 4,830,645,849 24% |
| Private Fund GAV* | 0 |
| Avg Account Size | 405,219 -8% |
| High Net Worth | 18.47% -4% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
Number of Employees 69 5%
of those in investment advisory functions 61 11%
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Disclosure Reporting
| 11.D(2) | Other regulator found violation |
| 11.D(4) | Other regulator order (past 10 yrs) |
Recent News
Reported AUM
Private Funds
No private funds