Meridian Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lexington, KY. Its latest Form ADV filing, dated March 31, 2026, reports $5.0B in regulatory assets under management, 67 employees, 9 offices, and 12,298 accounts.
Assets Under Management
$5.0B
Employees
67
Offices
9 offices
Total Clients
5,533
Primary office
LEXINGTON, KY
100 W MAIN STREET, SUITE 450, LEXINGTON, KY, United States
Top client segmentIndividuals represent 78.5% of total clients.
Top client categories% of clientsClients
1
Individuals
78.5%
4,344
2
HNWI
18.5%
1,022
3
Pension Plans
2.0%
108
4
Corporations
0.6%
32
5
Charitable
0.5%
27
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.0Bas of March 31, 2026
Discretionary96.9%
$4.8B
97% of total RAUM96.9%
Non-discretionary3.1%
$153M
3% of total RAUM3.1%
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.
Total AUM$5.0B
Total Accounts12,298
10Y AUM Change+$4.6B (+1110.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees67
Clients per Employee83:1
10Y Employee Change+50 (+294.1%)
* 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.