Assets Under Management
$3.9B
Number of Clients
3,961
Number of Advisors
57
Average Client AUM
$981K
AUM per Advisor
$68.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Meridian Wealth Management provides comprehensive wealth management services through its network of IARs. Services include portfolio management, financial planning, and retirement planning. IARs may be employees or independent contractors under Meridian's supervision. Investment advice is tailored to client needs.
100 W Main Street, Suite 450, Lexington, KY, 40507