MERIDIAN WEALTH MANAGEMENT, LLC

CRD 151523File 801-70676

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Mar 31, 2026

Feed vintage Aug 17, 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

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
Website: HTTPS://WWW.FACEBOOK.COM/MERIDIANWEALTHLLC

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, 5G

Compensation

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
Aug 12, 2026	Registration	—	APPROVED

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.