ALBUQUERQUE, NMCRD 140991Latest ADV March 24, 2026
Meridian Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Albuquerque, NM. Its latest Form ADV filing, dated March 24, 2026, reports $156M in regulatory assets under management, 1 employee, and 260 accounts.
Assets Under Management
$156M
Employees
1
Offices
--
Total Clients
78
Primary office
ALBUQUERQUE, NM
9400 HOLLY AVE NE, BLDG 4, ALBUQUERQUE, NM, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 61.5% of total clients.
Top client categories% of clientsClients
1
HNWI
61.5%
48
2
Individuals
38.5%
30
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$156Mas of March 24, 2026
Discretionary94.9%
$148M
95% of total RAUM94.9%
Non-discretionary5.1%
$8M
5% of total RAUM5.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$156M
Total Accounts260
10Y AUM Change+$48M (+44.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee78:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.