# Meridian Wealth Group

> 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.

- CRD: 342462
- Filed as: MERIDIAN WEALTH GROUP
- Legal name: Meridian Wealth Group, LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Dade City, FL
- Filing period: October 2026
- Form ADV filing dated: September 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/342462
- AdvisorCensus page: https://advisorcensus.com/firm/meridian-wealth-group-dade-city-fl-342462

## Quick answers

**How is Meridian Wealth Group compensated?**
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.

**What does Meridian Wealth Group's brochure say about its fees?**
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.

**Where is Meridian Wealth Group located?**
Meridian Wealth Group's principal office is in Dade City, FL, according to its Form ADV.

**Is Meridian Wealth Group registered with the SEC or a state?**
Meridian Wealth Group is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342462.

**How much does Meridian Wealth Group manage?**
Meridian Wealth Group reports $0 in regulatory assets under management in its Form ADV filing dated September 4, 2026.

**Does Meridian Wealth Group report any disciplinary disclosures?**
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

**Does Meridian Wealth Group state an account minimum?**
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."

**What changed in Meridian Wealth Group's recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated July 2, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> The Meridian Wealth asset based investment management services fees range up to 2.00% (per annum).

- Account minimum: $500,000

> Meridian Wealth requires an initial minimum portfolio size of $500,000 to open an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- meridianwealthgroup.com

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### July 2026
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Meridian Wealth Group (CRD 342462): Form ADV filing data as of October 2026.