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Meridian Wealth Management, LLC CRD 151523
$4.98B regulatory AUM 51 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 W Main Street Suite 450, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-10-09 |
| GA | RA | APPROVED | 2024-09-20 |
| CO | RA | APPROVED | 2024-06-28 |
| NC | RA | APPROVED | 2024-06-28 |
Branch Locations
100 W Main Street Suite 450, Lexington, KY 40507 • United States
Boulder, CO • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Knowledge Leaders Capital | Denver | CO | 08/2009 | 01/2022 |
| Lido Advisors, Llc | Boulder | CO | 01/2022 | 06/2024 |
| Meridian Wealth Management, Llc | Boulder | CO | 06/2024 | Present |
GALLOPINGGOOSE, LLC created for tax purposes, sole owner, 2 hours per month, non-investment related
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