firm profile
Meridian Wealth Management, LLC
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
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 4
- Gregory Wayne Couch Founder, President, Chief Executive Officer CRD 4910345
- Barry D Cooper Chief Operating Officer CRD 6293790
- Brycen Noel Coward Chief Investment Officer CRD 7434204
1 more executive officer, with direct contact details
Advisory reps 3 of 57
- Tyler Scott Bailey Investment Adviser Rep CRD 6184002
- Michael G Bazile Insurance Agent · Investment Adviser Rep CRD 6402412
- Shawn Anthony Best Investment Adviser Rep CRD 5618834
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
- SEC registered
- Registered in 47 jurisdictions
- Website: meridianwealthllc.com
Every state, with registration dates
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