MERIDIAN WEALTH ADVISORS, LLC

MERIDIAN WEALTH ADVISORS, LLC of ALBUQUERQUE, NM is an SEC-registered investment adviser (CRD 140991). Regulatory assets under management: $156.2M.

Registration

• CRD: 140991
• SEC file number: 801-127570
• Type: Registered investment adviser
• Location: 9400 HOLLY AVE NE, BLDG 4, ALBUQUERQUE, NM, 87122-2969
• Phone: (505) 828-2220
• Latest filing: 2026-03-24
• Regulatory AUM: $156.2M
• Discretionary AUM: $148.3M
• Non-discretionary AUM: $7.9M
• Clients: 1
• Accounts: 260

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 140991 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search