MERIDIAN WEALTH MANAGEMENT, LLC

Overview

Meridian Wealth Management, LLC is an individually owned limited liability company that provides financial planning and portfolio management services aimed at individuals and small businesses. The firm operates on a fixed‑fee model and does not describe itself as a capital allocator, which indicates it implements investment exposure largely through third‑party funds and managers rather than running in‑house vehicles. Investment implementation appears focused on conventional pooled vehicles for core exposures, with supplemental allocations to external alternative managers. Meridian is not positioned as an ESG‑driven or multi‑state adviser and does not present itself as a pension consultant. Its advisory footprint and service set are narrow and client‑centric, emphasizing planning and discretionary portfolio management for smaller account bases.

Assets & Accounts

Investments & Alternatives

Location & Offices