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Building 2MERIDIAN WEALTH ADVISORS, LLC

Map pinALBUQUERQUE, NM
Phone(505) 828-2220
NotebookSEC #801-127570
Total AUM
$156.2M
Employees
1
Clients
79

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9400 HOLLY AVE NE
BLDG 4
ALBUQUERQUE
NM 87122-2969
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
(505) 828-2220

ReceiptFinancials

Total AUM
$156.2M
Accounts
260
Discretionary
$148.3M
Accounts
250
Non-Discretionary
$7.9M
Accounts
10

ContactClients

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Individual Clients
30
AUM
$11.1M
HNW Individual Clients
48
AUM
$143.2M
Corporation or Business Clients
1
AUM
$1.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NMTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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