Meridian Wealth Management is an investment advisor in Lexington with $1.88 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
270846572
SEC advisor number
801-70676
FINRA CRD number
151523
AUM ?
$2.91 bn
(as of 19 Mar 24)
Accounts
8,456
(as of 19 Mar 24)
Employees
37
(29 investment advisory or research)
Address
Meridian Wealth Management
250 W. MAIN STREET, SUITE 3150
LEXINGTON
KY 40507
250 W. MAIN STREET, SUITE 3150
LEXINGTON
KY 40507
Phone
(859) 543-4516
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
17 Oct 23
13F-HR
Quarterly holdings report by institutional manager
2 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR
Quarterly holdings report by institutional manager
27 Jan 22
13F-HR
Quarterly holdings report by institutional manager
15 Oct 21