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MERIDIAN WEALTH MANAGEMENT, LLC

Tel: 859-543-4516
100 W Main Street
Suite 450
Lexington, Kentucky  40507

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MERIDIAN WEALTH MANAGEMENT, LLC

MERIDIAN WEALTH MANAGEMENT, LLC is a Lexington, Kentucky based financial advisory firm with nearly $2,905,556,042 in assets under management and provides investment advisory services for 8456 clients. There are currently 37 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

151523

SEC#:

801-70676

No. of Clients:

8456

Assets under Management

$2,905,556,042

No. of Advisors:

37

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