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Building 2MERIDIAN WEALTH MANAGEMENT, LLC

Map pinLEXINGTON, KY
Phone859-543-4516
NotebookSEC #801-70676
Total AUM
$5B
Employees
67
Clients
5,533

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 W MAIN STREET
SUITE 450
LEXINGTON
KY 40507
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
859-543-4516
Other Offices
9

ReceiptFinancials

Total AUM
$5B
Accounts
12,298
Discretionary
$4.8B
Accounts
12,012
Non-Discretionary
$152.7M
Accounts
286

ContactClients

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Individual Clients
4,344
AUM
$909.2M
HNW Individual Clients
1,022
AUM
$3.4B
Pension/Profit Sharing Plan Clients
108
AUM
$608.7M
Charitable Organization Clients
27
AUM
$8.8M
Corporation or Business Clients
32
AUM
$8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AKALARAZCACOCTDEFLGAHIIAIDILINKSKYLAMAMDMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPASCSDTNTXUTVAWAWIWV

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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