Meridian Wealth Management, Inc

Overview

Meridian Wealth Management, Inc. is an independent, privately owned registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management and client education. The firm leans heavily toward equity exposure as its core allocation, favoring exchange-traded holdings for liquidity and transparency, and it typically manages client relationships on a non‑discretionary basis. Fee arrangements are flexible—percentage of assets under management, hourly work and fixed-fee engagements are all in use—allowing the firm to accommodate comprehensive planning assignments as well as ongoing investment oversight. Meridian supplements its public market equity focus with third‑party alternative exposure, most notably real estate strategies, and uses annuities and mutual funds where they fit clients’ income and diversification needs. The firm is not positioned as a multi‑state or ESG specialist and does not operate as a capital allocator; instead it sources external managers for alternative allocations and relies on custodial platforms for trade execution and custody.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices