Meridian Wealth Management, LLC

Meridian Wealth Management, LLC (CRD# 151523) is a financial advisory firm headquartered in Lexington, KY. They manage $411,776,297 in 1,142 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    412
    MILLION
  • Total Number of Accounts
    1,142
    ACCOUNTS
  • Average Account Value
    $360,575
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, GA, IL, KY, NC, NJ, NV, NY, OH, TX, VA

Financial Advisors at Meridian Wealth Management, LLC
Showing 1 - 10 of 18 top financial advisors.
1
Suzanne A. Bays
CRD#: 4752270
250 West Main Street, Suite 3150, Lexington, KY 40507
93
Wealthminder
score

Suzanne Bays (CRD# 4752270) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 14 years of experience in the finance industry.

2
Robert J. Bouhl
CRD#: 2379586
250 West Main Street, Suite 3150, Lexington, KY 40507
93
Wealthminder
score

Robert Bouhl (CRD# 2379586) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 24 years of experience in the finance industry.

3
Chrysantha S. Clark
CRD#: 3031563
250 West Main Street, Suite 3150, Lexington, KY 40507
93
Wealthminder
score

Chrysantha Clark (CRD# 3031563) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 4 years of experience in the finance industry. Chrysantha Clark has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Gregory W. Couch
CRD#: 4910345
250 West Main Street, Suite 3150, Lexington, KY 40507
93
Wealthminder
score

Gregory Couch (CRD# 4910345) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 12 years of experience in the finance industry.

5
Amanda Jason
CRD#: 5349632
250 West Main Street, Suite 3150, Lexington, KY 40507
93
Wealthminder
score

Amanda Jason (CRD# 5349632) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 10 years of experience in the finance industry.

6
Abraham L. Kawaja
CRD#: 3121246
250 West Main Street, Suite 3150, Lexington, KY 40507
93
Wealthminder
score

Abraham Kawaja (CRD# 3121246) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 19 years of experience in the finance industry.

7
William B. Montell
CRD#: 1959723
250 West Main Street, Suite 3150, Lexington, KY 40507
93
Wealthminder
score

William Montell (CRD# 1959723) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 28 years of experience in the finance industry.

8
Leslie S. Rion
CRD#: 1463995
250 West Main Street, Suite 3150, Lexington, KY 40507
93
Wealthminder
score

Leslie Rion (CRD# 1463995) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 31 years of experience in the finance industry.

9
Matthew L. Stockham
CRD#: 2294887
250 West Main Street, Suite 3150, Lexington, KY 40507
93
Wealthminder
score

Matthew Stockham (CRD# 2294887) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 19 years of experience in the finance industry.

10
Tyler S. Bailey
CRD#: 6184002
250 West Main Street, Suite 3150, Lexington, KY 40507
90
Wealthminder
score

Tyler Bailey (CRD# 6184002) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 4 years of experience in the finance industry.

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