Meridian Wealth Management, LLC

Meridian Wealth Management, LLC (CRD# 151523) is a financial advisory firm headquartered in Lexington, KY. They manage $698,079,506 in 2,187 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    698
    MILLION
  • Total Number of Accounts
    2,187
    ACCOUNTS
  • Average Account Value
    $319,195
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Educational seminars/workshops
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.

AZ, CA, FL, GA, IL, IN, KY, LA, NC, NJ, NV, NY, OH, TN, TX, VA, WA, WV

Financial Advisors at Meridian Wealth Management, LLC
Showing 1 - 10 of 22 top financial advisors.
1
Tyler S. Bailey
CRD#: 6184002
250 West Main Street, Suite 3150, Lexington, KY 40507

Tyler Bailey (CRD# 6184002) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 7 years of experience in the finance industry.

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

Robert Bouhl (CRD# 2379586) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 27 years of experience in the finance industry.

3
Barry D. Cooper
CRD#: 6293790
250 West Main Street, Suite 3150, Lexington, KY 40507

Barry Cooper (CRD# 6293790) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 6 years of experience in the finance industry.

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

Gregory Couch (CRD# 4910345) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 15 years of experience in the finance industry.

5
Christopher J. Derry
CRD#: 870574
250 West Main Street, Suite 3150, Lexington, KY 40507

Christopher Derry (CRD# 870574) 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.

6
Niki M. Dillman
CRD#: 6113237
250 West Main Street, Suite 3150, Lexington, KY 40507

Niki Dillman (CRD# 6113237) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 6 years of experience in the finance industry.

7
David G. Dowell
CRD#: 1054637
250 West Main Street, Suite 3150, Lexington, KY 40507

David Dowell (CRD# 1054637) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 38 years of experience in the finance industry.

8
Theodosis D. Galanides
CRD#: 1249396
Palm Beach Gardens, FL

Theodosis Galanides (CRD# 1249396) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Palm Beach Gardens, FL and has over 36 years of experience in the finance industry.

9
Abraham L. Kawaja
CRD#: 3121246
250 West Main Street, Suite 3150, Lexington, KY 40507

Abraham Kawaja (CRD# 3121246) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 22 years of experience in the finance industry.

10
Mary K. Lockwood
CRD#: 4992826
250 West Main Street, Suite 3150, Lexington, KY 40507

Mary Lockwood (CRD# 4992826) 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. Mary Lockwood 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.

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