# Meridian Wealth Management

> 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.

- CRD: 285853
- Filed as: MERIDIAN WEALTH MANAGEMENT
- Legal name: Meridian Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Gig Harbor, WA
- Filing period: October 2026
- Form ADV filing dated: February 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285853
- AdvisorCensus page: https://advisorcensus.com/firm/meridian-wealth-management-gig-harbor-wa-285853

## Quick answers

**How is Meridian Wealth Management compensated?**
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).

**What does Meridian Wealth Management's brochure say about its fees?**
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. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Meridian Wealth Management located?**
Meridian Wealth Management's principal office is in Gig Harbor, WA, according to its Form ADV.

**Is Meridian Wealth Management registered with the SEC or a state?**
Meridian Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 285853.

**How much does Meridian Wealth Management manage?**
Meridian Wealth Management reports $117,790,070 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (88% discretionary).

**What types of clients does Meridian Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (40); high net worth individuals (31).

**Which custodians does Meridian Wealth Management use?**
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.

**Does Meridian Wealth Management 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/285853

**What changed in Meridian Wealth Management's recent Form ADV filings?**
In the March 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 17, 2026)

- 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

> 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

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity
- My 529

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.

### Regulatory assets under management (Item 5.F)
- Total: $117,790,070
- Discretionary: $103,607,065
- Non-discretionary: $14,183,005

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $20,569,548 |
| High net worth individuals | 31 | $91,528,503 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $4,170,391 |
| Charitable organizations | Fewer than 5 | $1,504,121 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $17,507 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- meridianwealthmgmt.com
- Facebook @meridianwealthmgmt
- LinkedIn @meridian-wealth-management-llc

## Changes in the filing (last 12 months)

### March 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Meridian Wealth Management (CRD 285853): Form ADV filing data as of October 2026.