# Meridian Wealth Management, Inc

> Meridian Wealth Management, Inc is a state-registered investment advisory firm in Murrieta, CA, registered since 2005, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.

- CRD: 112845
- Filed as: MERIDIAN WEALTH MANAGEMENT, INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Murrieta, CA
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/112845
- AdvisorCensus page: https://advisorcensus.com/firm/meridian-wealth-management-inc-murrieta-ca-112845

## Quick answers

**How is Meridian Wealth Management, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Meridian Wealth Management, Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Meridian Wealth Management, Inc located?**
Meridian Wealth Management, Inc's principal office is in Murrieta, CA, according to its Form ADV.

**Is Meridian Wealth Management, Inc registered with the SEC or a state?**
Meridian Wealth Management, Inc is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 112845.

**How much does Meridian Wealth Management, Inc manage?**
Meridian Wealth Management, Inc reports $102,321,309 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (0% discretionary).

**What types of clients does Meridian Wealth Management, Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (49); individuals (other than high net worth individuals) (19).

**Does Meridian Wealth Management, Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/112845

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $102,321,309
- Discretionary: $0
- Non-discretionary: $102,321,309

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $12,111,753 |
| High net worth individuals | 49 | $86,663,387 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,546,169 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2005 (21 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- meridanwealth.com
- LinkedIn @MERIDIANWEALTH
- X @MERIDIANWEALTH

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Meridian Wealth Management, Inc (CRD 112845): Form ADV filing data as of October 2026.