{
  "crd_number": 285853,
  "slug": "meridian-wealth-management-gig-harbor-wa-285853",
  "primary_business_name": "MERIDIAN WEALTH MANAGEMENT",
  "legal_name": "MERIDIAN WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Gig Harbor",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "42660",
  "metro": {
    "cbsa_code": "42660",
    "common_name": "Seattle",
    "msa_name": "Seattle-Tacoma-Bellevue, WA",
    "path": "/advisors/wa/seattle"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-02-09",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-02-17",
  "carried_forward": false,
  "raum_total": 117790070.0,
  "raum_discretionary": 103607065.0,
  "raum_non_discretionary": 14183005.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 1504121.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 20569548.0,
      "count": 40
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 4170391.0,
      "count": null,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 91528503.0,
      "count": 31
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 17507.0,
      "count": null,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "OR",
    "TX",
    "WA"
  ],
  "websites": [
    "https://facebook.com/meridianwealthmgmt",
    "https://linkedin.com/company/meridian-wealth-management-llc/about",
    "https://meridianwealthmgmt.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/285853",
  "city_as_filed": "GIG HARBOR",
  "url": "https://advisorcensus.com/firm/meridian-wealth-management-gig-harbor-wa-285853",
  "display_name": "Meridian Wealth Management",
  "summary": "Meridian Wealth Management is an SEC-registered investment advisory firm in Gig Harbor, WA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 17, 2026.",
  "citation": "AdvisorCensus. Meridian Wealth Management (CRD 285853): 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",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Meridian Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Meridian Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Meridian Wealth Management charge?",
      "a": "Its Form ADV Part 2A brochure dated February 17, 2026 states: Up to $250,000: 1.5% a year; $250,000 to $500,000: 1.35% a year; $500,000 to $3,000,000: 0.75% a year; Above $3,000,000: see the brochure; Flat fee: $2,500 (standard financial planning services); Hourly rate: up to $500 an hour (consulting services involving specialized or complex…). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Meridian Wealth Management located?",
      "a": "Meridian Wealth Management's principal office is in Gig Harbor, WA, according to its Form ADV."
    },
    {
      "q": "Is Meridian Wealth Management registered with the SEC or a state?",
      "a": "Meridian Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 285853."
    },
    {
      "q": "How much does Meridian Wealth Management manage?",
      "a": "Meridian Wealth Management reports $117,790,070 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (88% discretionary)."
    },
    {
      "q": "What types of clients does Meridian Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (40); high net worth individuals (31)."
    },
    {
      "q": "Which custodians does Meridian Wealth Management use?",
      "a": "Meridian Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity and My 529 as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Meridian Wealth Management 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/285853"
    },
    {
      "q": "What changed in Meridian Wealth Management's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 17, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $250,000",
        "rate": "1.5%"
      },
      {
        "band": "$250,000 to $500,000",
        "rate": "1.35%"
      },
      {
        "band": "$500,000 to $3,000,000",
        "rate": "0.75%"
      },
      {
        "band": "Above $3,000,000",
        "rate": null,
        "note": "Not stated in this schedule; see the brochure."
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $2,500 (standard financial planning services)",
      "Hourly rate: up to $500 an hour (consulting services involving specialized or complex…)"
    ],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $250,000: 1.5% a year",
          "$250,000 to $500,000: 1.35% a year",
          "$500,000 to $3,000,000: 0.75% a year",
          "Above $3,000,000: see the brochure"
        ],
        "quotes": [
          "Our Investment Fee Schedule is as follows: Assets under Management Annual Percentage Rate First $250,000 1.50% Next $250,000 1.35% Next $2,500,000 .75% Above $3,000,0000 Negotiable"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $2,500 (standard financial planning services)"
        ],
        "quotes": [
          "Fees for standard financial planning services are based on a flat fee of $2,500 or an hourly rate of up to $300 per hour, depending on the scope and complexity of the engage ment."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: up to $500 an hour (consulting services involving specialized or complex…)"
        ],
        "quotes": [
          "Fees for consulting services involving specialized or complex analysis—such as business sale planning, liquidity events, concentrated stock diversification, alternative investment due diligence, or quantitative portfolio modeling—are billed at an hourly rate of up to $500 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 250000.0,
          "rate_pct": 1.5
        },
        {
          "min": 250000.0,
          "max": 500000.0,
          "rate_pct": 1.35
        },
        {
          "min": 500000.0,
          "max": 3000000.0,
          "rate_pct": 0.75
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": 2500.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "standard financial planning services"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": null,
          "max": 500.0,
          "period": "hour",
          "service": "consulting services involving specialized or complex analysis"
        }
      ]
    },
    "quotes": [
      "Our Investment Fee Schedule is as follows: Assets under Management Annual Percentage Rate First $250,000 1.50% Next $250,000 1.35% Next $2,500,000 .75% Above $3,000,0000 Negotiable",
      "Fees for standard financial planning services are based on a flat fee of $2,500 or an hourly rate of up to $300 per hour, depending on the scope and complexity of the engage ment.",
      "Fees for consulting services involving specialized or complex analysis—such as business sale planning, liquidity events, concentrated stock diversification, alternative investment due diligence, or quantitative portfolio modeling—are billed at an hourly rate of up to $500 per hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity",
      "name_as_filed": "FIDELITY",
      "affiliated": false
    },
    {
      "name": "My 529",
      "name_as_filed": "MY 529",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/meridian-wealth-management-gig-harbor-wa-285853.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 40,
      "fewer_than_5": false,
      "raum": 20569548.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 31,
      "fewer_than_5": false,
      "raum": 91528503.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 4170391.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 1504121.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 17507.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "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/285853",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}