David Lundgren is a registered investment advisor at Meridian Wealth Management, LLC, based in Scottsdale, AZ, with 25 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 3,961 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Meridian Wealth Management charges an annual fee based on a percentage of the value of your investments. The fee ranges from 0.0% to 2.0%. The exact fee is negotiable and depends on the complexity of the account, the level of service, and other factors. Fees are calculated and billed either monthly or quarterly, either in advance or in arrears. Meridian may waive or offset fees related to cash balance accounts.
Location
7047 E. Greenway Pkwy., Scottsdale, AZ, 85254
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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.