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MERIDIAN WEALTH MANAGEMENT

· CRD 285853 · IAPD ↗ · meridianwealthmgmt.com · 425-492-9060

$117.8MRegulatory AUM
4Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
March 2026 — MERIDIAN WEALTH MANAGEMENT (location n/a) is newly SEC-registered with $117.8M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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