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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 |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| CO | RA | APP_PEND_IARCE | 2026-01-01 |
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| OK | RA | APP_PEND_IARCE | 2026-01-01 |
| GA | RA | APPROVED | 2024-11-20 |
| SD | RA | APPROVED | 2024-10-21 |
| AZ | RA | APPROVED | 2024-10-18 |
| WA | RA | APPROVED | 2024-10-18 |
Branch Locations
100 W Main Street Suite 450, Lexington, KY 40507 • United States
5210 E Williams Circle Suite 820, Tucson, AZ 85711 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Tuscon | AZ | 01/2009 | 08/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tucson | AZ | 08/2020 | 10/2024 |
| Bank Of America, N.A. | Tucson | AZ | 10/2020 | 10/2024 |
| Meridian Wealth Management, Llc | Tuscon | AZ | 10/2024 | Present |
For profit or not for profit: Entity For Profit Name of outside business organization: 137 Congress, LLC d/b/a Empire Pizza Investment related: No Address of business: Tucson, Arizona Nature of business: Limited Liability Company Position, title, association: 50% Owner Start date of relationship: 8/5/1999 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Member of the LLC. For profit or not for profit: Entity For-Profit Name of outside business organization: Define Properties, LLC Investment related: No Address of business: Tucson, Arizona Nature of business: Real Estate Rental Business Position, title, association: 100% Owner Start date of relationship: 8/1/2007 Number of hours devoted: 20 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: no official duties, manager of LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-30 |
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