Meridian Wealth Management

Overview

Meridian Wealth Management is an independent registered investment adviser operating as a limited liability company. The firm targets individual and family clients and positions itself as a capital allocator: it manages core public-market exposures while sourcing third‑party alternative managers to fill private-market and real‑asset allocations. Advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, selection of other advisers and pension consulting services; the firm also acts as an insurance broker, which informs its use of annuities alongside investment management. Meridian’s fee structure is flexible—percentage of AUM, hourly engagements and fixed fees—allowing customization for different client needs. The firm does not identify as an active ESG investor. Its stated investment preference leans toward pooled public funds and mutual funds as the core sleeve, supplemented by external alternative managers where appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices