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MERIDIAN WEALTH MANAGEMENT, LLC

LEXINGTON, KY · CRD 151523 · IAPD ↗ · 859-543-4516

$4.98BRegulatory AUM
59Advisory reps
67Employees
51Clients
26-50Planning clients
0Private funds
47States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — MERIDIAN WEALTH MANAGEMENT, LLC reported RAUM up 28% ($3.89B -> $4.98B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
76
April 2026 — MERIDIAN WEALTH MANAGEMENT, LLC grew from 53 to 59 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
66
April 2025 — MERIDIAN WEALTH MANAGEMENT, LLC reported RAUM up 34% ($2.91B -> $3.89B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
69
April 2025 — MERIDIAN WEALTH MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2025 — MERIDIAN WEALTH MANAGEMENT, LLC grew from 29 to 53 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
51
April 2024 — MERIDIAN WEALTH MANAGEMENT, LLC notice-filed in DE, NM, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — MERIDIAN WEALTH MANAGEMENT, LLC's Item 11 disclosure-reporting entries rose by 1 (3 -> 4).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2024 — MERIDIAN WEALTH MANAGEMENT, LLC added office(s): 10 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
April 2024 — MERIDIAN WEALTH MANAGEMENT, LLC reported RAUM up 41% ($2.07B -> $2.91B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
March 2024 — MERIDIAN WEALTH MANAGEMENT, LLC added office(s): 9 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.