Meridian Wealth Group

Overview

Meridian Wealth Group is organized as a limited liability company and is identified in FINTRX as a newly formed, SEC-registered adviser (registration year listed as 2026). Ownership is held by an individual and the firm is classified as unclassified by the data source. The firm bills for its services through a combination of a percentage-of-AUM fee and hourly charges. Advisory capabilities listed in the profile include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. The firm is flagged as a capital allocator, which indicates it intends to place client capital with external managers or allocate across manager relationships rather than solely managing all strategies in-house. Meridian is not identified as an active ESG investor and is not reported as a multi-state adviser in the provided data.

Assets & Accounts

Investments & Alternatives

Location & Offices