MERIDIAN WEALTH MANAGEMENT, INC

MERIDIAN WEALTH MANAGEMENT, INC is an SEC-registered investment adviser (CRD 112845). Regulatory assets under management: $102.3M.

Registration

• CRD: 112845
• Type: Registered investment adviser
• Phone: 949-916-6238
• Latest filing: 2026-02-23
• Regulatory AUM: $102.3M
• Non-discretionary AUM: $102.3M
• Clients: 1
• Accounts: 338

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 112845 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search