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| Meridian Wealth Management LLC
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|---|---|
| CRD # | 151523 |
| SEC # | 801-70676 |
| CIK # | 0001697300 |
| AUM | 4,983.4 M (2026-03-31) |
| Employees | 67 (88% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 859-543-4516 |
| Address | 100 W Main Street Lexington, KY 40507 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001697300 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Broadcom Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| SPDR Gold Trust | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| Caterpillar Inc | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Palantir Technologies Inc | 0.0 | ||
| Aercap Holdings NV | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,344 | 0.9 |
| (b) Individuals (high net worth individuals) | 1,022 | 3.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 108 | 0.6 |
| (h) Charitable organizations | 27 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 32 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 12,298 | 5.0 |
| By Discretionary | ||
| Discretionary | 12,012 | 4.8 |
| Non-Discretionary | 286 | 0.2 |
| Total | 12,298 | 5.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.0 | |
| Total | 12,298 | 5.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001697300] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 51 (1 non-US) |
| Serves | Institutional, Retail, Research |
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