Meridian Wealth Management, LLC
Lexington, KY·SEC-registered · CRD #151523
Meridian Wealth Management, LLC is an SEC-registered investment advisory firm in Lexington, KY managing $5.0B across 13k client accounts, with 59 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$5.0B
Client accounts
13k
Advisory staff
59
Fee model
Fee-based
How Meridian Wealth Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Meridian Wealth Management, LLC
How much does Meridian Wealth Management, LLC manage?
Per its most recent SEC Form ADV filing (03/31/2026), Meridian Wealth Management, LLC reports $5.0B in regulatory assets under management across roughly 13k client accounts.
How does Meridian Wealth Management, LLC charge?
Meridian Wealth Management, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Meridian Wealth Management, LLC a fiduciary?
Yes. Meridian Wealth Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #151523), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Meridian Wealth Management, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Meridian Wealth Management, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Lexington, KY
Profile compiled from Meridian Wealth Management, LLC's public SEC Form ADV filing (CRD #151523, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Meridian Wealth Management, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Meridian Wealth Management, LLC? Claim this profile.