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firm profile

Meridian Wealth Management, LLC

RIA Lexington, KY CRD 151523 Last verified October 2026

Overview

Meridian Wealth Management, LLC is an SEC registered investment adviser based in Lexington, KY, registered since 2009. It reports $5B in assets under management across 12,298 accounts, with 67 employees. It has 57 investment adviser representatives.

Reported AUM
$5B
Discretionary
97%
Accounts
12,298
Average account
$405K
Employees
67
Advisory reps
57
Registered since
2009
Jurisdictions
47

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Educational Seminars
  • Financial Planning
  • Individuals or Small Business
  • Pension Consulting
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Other Advisors
Client types
  • Charities and Non-Profits
  • Corporations/Businesses
  • High Net Worth Individuals
  • Individuals
  • Pension/Profit Sharing Plan
Fee structure
Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 4

1 more executive officer, with direct contact details

Advisory reps 3 of 57

54 more advisory reps, with emails, phones and branch locations

Location

Headquarters
100 W Main St Ste 450
Lexington, KY 40507
County
Fayette
Metro area
Lexington-Fayette, KY
Region
South

Registrations

Every state, with registration dates

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