Meridian Wealth Management

EST. AUM
$4,983,377,516

CONTACTS
41

CLIENT ACCOUNTS
12,298

Firm Details

Metro area Louisville
CRD Number 151523
Website meridianwealthllc.com
Client types

Overview

Meridian Wealth Management is a boutique, fiduciary wealth management firm and RIA based in Lexington, KY. Meridian has a platform of more than 40 advisors located throughout the US in locations including Kentucky, California, Arizona, Florida, Texas and Louisiana. Meridian works with a variety of individual, family, corporate and institutional clients, offering comprehensive financial services including portfolio management and retirement planning.

Platform Details

Investment Preferences

Alternative Activity