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David Furmanski

Meridian Wealth Management, LLC
27 Years of Experience
Tucson, AZ
View SEC Summary
View SEC Summary

David Furmanski is a registered investment advisor at Meridian Wealth Management, LLC, based in Tucson, AZ, with 27 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.

Meridian Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
58 advisors
Number of Clients
5,533 clients
Average Client Portfolio
$901K average
Assets Under Management
$5.0B

Fee Structure

Minimum Investment:None
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees range from 0.0% to 2.0% annually and are negotiable based on account complexity and the level of service provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5210 E Williams Circle, Suite 820, Tucson, AZ, 85711

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

David is a 50% owner of 137 Congress, LLC d/b/a Empire Pizza, dedicating a few hours per week to this role. He also owns Define Properties, LLC, a real estate rental business, spending minimal time annually as the manager of the LLC.

Employment History
Current Registrations
Meridian Wealth Management, LLC
October 2024 - Present · 2 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2020 - October 2024 · 4 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2020 - October 2024 · 4 yrs 2 mos
UBS Financial Services INC.
October 2009 - September 2020 · 10 yrs 11 mos
UBS Financial Services INC.Broker
January 2009 - September 2020 · 11 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 1999 - January 2009 · 9 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1999 - January 2009 · 9 yrs 11 mos
State Registrations8 states
AZCACOFLGAOKSDWA
Advisor

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
No exam information available for this advisor.
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