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Building 2MERIDIAN WEALTH MANAGEMENT

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Phone425-492-9060
NotebookSEC #801-135297
Total AUM
$117.8M
Employees
4
Clients
74

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
425-492-9060
Other Offices
1

ReceiptFinancials

Total AUM
$117.8M
Accounts
285
Discretionary
$103.6M
Accounts
274
Non-Discretionary
$14.2M
Accounts
11

ContactClients

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Individual Clients
40
AUM
$20.6M
HNW Individual Clients
31
AUM
$91.5M
Pension/Profit Sharing Plan Clients
1
AUM
$4.2M
Charitable Organization Clients
1
AUM
$1.5M
Corporation or Business Clients
1
AUM
$17.5K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

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Disclosures

None reported

State Registrations
CAORTXWA

HandshakeAffiliates

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

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