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MERIDIAN WEALTH MANAGEMENT, LLC
CRD 151523File 801-70676
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.98B
Top 25% of cohort (national)
Discretionary AUM
$4.83B
Non-discretionary $152.7M
Clients
5,533
12,298 accounts
Employees
67
Top 10% of cohort in KY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 14, 2009
- Principal office
- 100 W MAIN STREET, SUITE 450, LEXINGTON, KY, 40507
- Phone
- 859-543-4516
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.98B
- Discretionary AUM
- $4.83B
- Non-discretionary AUM
- $152.7M
- Discretionary accounts
- 12,012
- Non-discretionary accounts
- 286
- Total accounts
- 12,298
- AUM per client
- $901K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 32 | $8.0M |
| Charitable organizations | 27 | $8.8M |
| High net worth individuals | 1,022 | $3.45B |
| Pension and profit sharing plans | 108 | $608.7M |
| Individuals (other than high net worth individuals) | 4,344 | $909.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 64 | 67 | increased by3 |
| Apr 1, 2026 | Clients | 3,961 | 5,533 | increased by1,572 |
| Apr 1, 2026 | AUM | $3,885,527,411 | $4,983,377,516 | increased by$1,097,850,105 |
| Apr 1, 2026 | Accounts | 8,802 | 12,298 | increased by3,496 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 37 | 64 | increased by27 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,619 | 3,961 | increased by2,342 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,882,680,182 | $3,885,527,411 | increased by$2,002,847,229 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,399 | 8,802 | increased by5,403 |
| Apr 1, 2022 | Employees | 32 | 37 | increased by5 |
| Apr 1, 2022 | Clients | 1,455 | 1,619 | increased by164 |
| Apr 1, 2022 | AUM | $1,466,473,298 | $1,882,680,182 | increased by$416,206,884 |
| Apr 1, 2022 | Accounts | 2,871 | 3,399 | increased by528 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MERIDIAN WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MERIDIAN WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.