Natalie Ann Fernandez

Employer firm

Meridian Wealth Management, LLC CRD 151523

$4.98B regulatory AUM 51 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2007 → 02/2020
  Greenberg Financial Group
  Tucson, AZ
• 02/2020 → Present
  Meridian Wealth Management, Llc
  Lexington, KY
• 07/2026 → Present
  Trivera Wealth Management, Llc
  Tucson, AZ

Previous Registrations

• 2026-08-26 → 2026-08-28
  Trivera Wealth Management, Llc
  Tucson, AZ

Other Businesses

1. MERIDIAN INSURANCE LLC; LEXINGTON/KY; INSURANCE PRODUCER; START DATE: 05/2020; LIFE INSURANCE AND ANNUITY SALES; INVESTMENT RELATED; DEVOTE ABOUT 5 HOURS/MONTH AND ALL ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: BUILDING INSURANCE PRODUCTS INTO AN OVERALL PORTFOLIO FOR CLIENTS 2. MERIDIAN WEALTH MANAGEMENT WEST, LLC; TUCSON/AZ; PARTNER, MANAGING MEMBER; START DATE: 01/2020; A SUBSIDIARY OF MERIDIAN WEALTH MANAGEMENT FOR TUCSON OFFICE; INVESTMENT RELATED; DEVOTE ABOUT 5 HOURS/MONTH AND ALL ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: SUBSIDIARY OF MERIDIAN WEALTH MANAGEMENT 3. NFR HOLDINGS, LLC; TUCSON/AZ; MANAGING MEMBER; START DATE: 01/2020; HOLDING COMPANY/PART OWNER OF MERIDIAN WEALTH MANAGEMENT WEST; NON-INVESTMENT RELATED; DEVOTE ABOUT 1 HOUR/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: PART OWNER OF MERIDIAN WEALTH MANAGEMENT WEST, LLC 4. CATHOLIC FOUNDATION; BOARD CHAIR; CHARITABLE ORGANIZATION; NON-INVESTMENT RELATED; NO COMPENSATION; DEVOTE ABOUT 2 HOURS PER MONTH AND ALL ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: LEAD BOARD MEETINGS, SPEAK AT EVENTS, REPRESENT THE ORGANIZATION 5. PIMA FOUNDATION; BOARD MEMBER - TREASURER; FOUNDATION SUPPORTING PCC; NON-INVESTMENT RELATED; NO COMPENSATION; DEVOTE ABOUT 2 HOURS PER MONTH AND NONE ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: REVIEW FINANCIALS, ATTEND BOARD MEETINGS 6. BANNER MEDICAL; ADVISORY BOARD MEMBER; NON-PROFIT HOSTPITAL; NON-INVESTMENT RELATED; NO COMPENSATION; DEVOTE ABOUT .5 HOURS PER MONTH AND ALL ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: ATTEND MEMBER MEETING THREE TIMES ANNUALLY 7. ANGEL CHARITY FOUNDATION BOARD; BOARD MEMBER; FOUNDATION TO ANGEL CHARITY; NON-INVESTMENT RELATED; NO COMPENSATION; DEVOTE ABOUT .5 HOURS PER MONTH AND ALL NONE ARE DUING SECURITIES TRADING HOURS; DUTIES INCLUDE: ATTEND 3 TO 4 MONTHLY MEETINGS 8. ARIZONA BOWL BOARD; BOARD MEMBER; NON-PROFIT COLLEGE FOOTBALL BOWL GAME; NO COMPENSATION; NON-INVESTMENT RELATED; DEVOTE ABOUT 1 HOUR PER MONTH AND NONE ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: ATTEND BOARD MEETINGS, ATTEND BOWL GAME

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-03-10
• S63 Uniform Securities Agent State Law Examination
  1999-02-23

Other Names

• Natalie Ann Fernandez
• Natalie Ann Fernandez
• Natalie Ann Castaneda
• Natalie Ann Castaneda
• Natalie Ann Fernandez
• Natalie Ann Fernandez Lee