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
Justin Sautter (CRD# 3200909) 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.
Matthew Stockham (CRD# 2294887) 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.
Jacob Tamme (CRD# 5359345) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 5 years of experience in the finance industry.
Bruce Ward Jr (CRD# 5080577) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Tucson, AZ and has over 18 years of experience in the finance industry.
Lynne Witmer (CRD# 4665577) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Upland, CA and has over 20 years of experience in the finance industry.
Suzanne Powell (CRD# 4752270) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 18 years of experience in the finance industry.
Michael Bazile (CRD# 6402412) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Mandeville, LA and has over 4 years of experience in the finance industry.
Zachary Berezowitz (CRD# 7579038) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has 1 year of experience in the finance industry.
Jake Blumenthal (CRD# 7676391) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Tucson, AZ and has 1 year of experience in the finance industry.
Richard Broadbent (CRD# 5801795) 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.