Abraham Kawaja
Abraham Kawaja is a registered investment advisor at Meridian Wealth Management, LLC, based in Lexington, KY, with 10 years of industry experience. Abraham 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
100 W Main Street, Suite 450, Lexington, KY, 40507
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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 ActivitiesSells Insurance
Abraham is an insurance producer for Meridian Insurance LLC and The Penn Mutual Life Insurance Company, selling life insurance and annuities, dedicating about 10-20% of his time to each. He is also a partner/treasurer for a family real estate partnership and board chair for The Salvation Army of Central Kentucky, dedicating minimal time and a few hours per week, respectively.
Employment History
Current Registrations
Meridian Wealth Management, LLC
Previous Registrations
Lexington Investment Company, INC.
Morgan Keegan & Company, INC.
State Registrations1 state
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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