Meridian Wealth Management, LLC

Meridian Wealth Management, LLC (CRD# 151523) is a financial advisory firm headquartered in Lexington, KY. They manage $302,896,816 in 934 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    303
    MILLION
  • Total Number of Accounts
    934
    ACCOUNTS
  • Average Account Value
    $324,301
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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.

FL, KY, VA

Financial Advisors at Meridian Wealth Management, LLC
Showing 1 - 10 of 13 top financial advisors.
1
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.

2
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.

3
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 30 years of experience in the finance industry.

4
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.

5
Chrysantha S. Clark
CRD#: 3031563
250 West Main Street, Suite 3150, Lexington, KY 40507
92
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.

6
Abraham L. Kawaja
CRD#: 3121246
250 West Main Street, Suite 3150, Lexington, KY 40507
90
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
Tyler S. Bailey
CRD#: 6184002
250 West Main Street, Suite 3150, Lexington, KY 40507
89
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.

8
Barry D. Cooper
CRD#: 6293790
250 West Main Street, Suite 3150, Lexington, KY 40507
89
Wealthminder
score

Barry Cooper (CRD# 6293790) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 3 years of experience in the finance industry.

9
Niki M. Dillman
CRD#: 6113237
250 West Main Street, Suite 3150, Lexington, KY 40507
89
Wealthminder
score

Niki Dillman (CRD# 6113237) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 3 years of experience in the finance industry.

10
Bryan Fitzpatrick
CRD#: 6190728
250 West Main Street, Suite 3150, Lexington, KY 40507
89
Wealthminder
score

Bryan Fitzpatrick (CRD# 6190728) 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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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.