Key facts
- MERIDIAN WEALTH MANAGEMENT, LLC is a other based in LEXINGTON, KY.
- MERIDIAN WEALTH MANAGEMENT, LLC reports $466K in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 151523- Regulatory AUM
- $466K
- Private fund assets
- —
- Private funds
- —
- Staff
- 67
- Registered office
- LEXINGTON, KY
- SEC status
- Approved
Discloses a disciplinary history on Form ADV.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for MERIDIAN WEALTH MANAGEMENT, LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is MERIDIAN WEALTH MANAGEMENT, LLC's AUM?
- MERIDIAN WEALTH MANAGEMENT, LLC manages approximately $466K in assets.