Meridian Wealth Management, LLC
Meridian Wealth Management, LLC (CRD# 151523) is a financial advisory firm headquartered in Lexington, KY. They manage $2,905,556,042 in 8,456 accounts and serve the financial needs of clients across 47 states (or territories).
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Total Assets Under Management2,906MILLION
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Total Number of Accounts8,456ACCOUNTS
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Average Account Value$343,609
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
Paul Hodge (CRD# 5391203) 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.
Abraham Kawaja (CRD# 3121246) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 25 years of experience in the finance industry.
Henry Lessner (CRD# 4918075) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Allen, TX and has over 18 years of experience in the finance industry.
David Lundgren (CRD# 3031319) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Scottsdale, AZ and has over 25 years of experience in the finance industry.
Peter McFarland (CRD# 2845868) 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.
William Montell (CRD# 6128696) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 11 years of experience in the finance industry.
Manita Moran (CRD# 6538937) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Allen, TX and has over 8 years of experience in the finance industry.
Charles Norden (CRD# 6391727) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 9 years of experience in the finance industry.
Thomas Poskin (CRD# 6421561) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 9 years of experience in the finance industry.
Leslie Rion (CRD# 1463995) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 37 years of experience in the finance industry.