Meridian Wealth Management, LLC

Registered investment adviser · Lexington, KY · CRD #151523

Form ADV data as of 2026-09-01

Regulatory assets

$4.98 billion

Total accounts

12,298

Employees

Disclosure events

Firm details

Website: https://www.facebook.com/meridianwealthllc
Telephone: 859-543-4516
SEC file number: 801-70676
Most recent Form ADV filing: 2026-03-31
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 2 disclosure questions answered Yes, covering 1 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

Another regulator found a violation of investment-related regulations or statutes
Another regulator entered an order in connection with investment-related activity (past 10 years)

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$4.83 billion
Non-discretionary regulatory assets under management	$152.7 million
Total regulatory assets under management	$4.98 billion
Discretionary accounts	12,012
Non-discretionary accounts	286
Total accounts	12,298
Regulatory assets under management attributable to non-U.S. persons	$466,351

People

Total employees (excluding clerical)	67
Employees performing investment advisory functions (including research)	59
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	55
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	41
Firms or persons who solicit advisory clients on the firm's behalf	1

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	Yes
A related person has custody of client securities	Yes
Client funds and securities held in a related person's custody	$4.98 billion
Clients for whom a related person has custody	5,533
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	29

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops

Other business activities

Insurance broker or agent

Affiliated related persons

Insurance company or agency

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends brokers or dealers to clients
Compensates a non-employee for client referrals
Receives compensation from others for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	4,344	$909.2 million
High net worth individuals	1,022	$3.45 billion
Pension and profit sharing plans (not the participants or government plans)	108	$608.7 million
Charitable organizations	27	$8.8 million
Corporations or other businesses not listed above	32	$8.0 million