David Lundgren is a registered investment advisor at Meridian Wealth Management, LLC, based in Scottsdale, AZ, with 26 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 5,533 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from 0.0% to 2.0% annually and are negotiable based on account complexity and the level of service provided.
Fee Estimator
Location
7047 E. Greenway Pkwy., Scottsdale, AZ, 85254
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David is the owner of 7:7 Holdings, LLC, a real estate holding company, dedicating a few hours per week to purchasing property to fix and sell. He also created Hillcrest WM, LLC for tax purposes and spends minimal time on it.
Employment History
Current Registrations
Meridian Wealth Management, LLC
Previous Registrations
Goldman Sachs Personal Financial Management
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
Bbva Compass Investment Solutions, INCBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Ba Investment Services, INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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