{
  "crd_number": 342462,
  "slug": "meridian-wealth-group-dade-city-fl-342462",
  "primary_business_name": "MERIDIAN WEALTH GROUP",
  "legal_name": "MERIDIAN WEALTH GROUP, LLC",
  "dbas": [],
  "city": "Dade City",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "45300",
  "metro": {
    "cbsa_code": "45300",
    "common_name": "Tampa",
    "msa_name": "Tampa-St. Petersburg-Clearwater, FL",
    "path": "/advisors/fl/tampa"
  },
  "registration_type": "sec",
  "registration_status": "120-Day Approval",
  "registration_date": "2026-06-25",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-09-04",
  "carried_forward": false,
  "raum_total": 0.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [
    "https://meridianwealthgroup.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/342462",
  "city_as_filed": "DADE CITY",
  "url": "https://advisorcensus.com/firm/meridian-wealth-group-dade-city-fl-342462",
  "display_name": "Meridian Wealth Group",
  "summary": "Meridian Wealth Group is an SEC-registered investment advisory firm in Dade City, FL, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 4, 2026.",
  "citation": "AdvisorCensus. Meridian Wealth Group (CRD 342462): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Meridian Wealth Group compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Meridian Wealth Group reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "How much does Meridian Wealth Group charge?",
      "a": "Its Form ADV Part 2A brochure dated July 2, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Meridian Wealth Group located?",
      "a": "Meridian Wealth Group's principal office is in Dade City, FL, according to its Form ADV."
    },
    {
      "q": "Is Meridian Wealth Group registered with the SEC or a state?",
      "a": "Meridian Wealth Group is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342462."
    },
    {
      "q": "How much does Meridian Wealth Group manage?",
      "a": "Meridian Wealth Group reports $0 in regulatory assets under management in its Form ADV filing dated September 4, 2026."
    },
    {
      "q": "Does Meridian Wealth Group report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/342462"
    },
    {
      "q": "Does Meridian Wealth Group state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 2, 2026 says: \"Meridian Wealth requires an initial minimum portfolio size of $500,000 to open an account.\""
    },
    {
      "q": "What changed in Meridian Wealth Group's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Newly registered with the SEC.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 2, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "2% of assets a year",
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 2% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "The Meridian Wealth asset based investment management services fees range up to 2.00% (per annum)."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000"
        ],
        "quotes": [
          "Meridian Wealth requires an initial minimum portfolio size of $500,000 to open an account."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 2.0,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The Meridian Wealth asset based investment management services fees range up to 2.00% (per annum).",
      "Meridian Wealth requires an initial minimum portfolio size of $500,000 to open an account."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/meridian-wealth-group-dade-city-fl-342462.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/342462",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}