# Meridian Wealth Management, LLC

> Meridian Wealth Management, LLC is an SEC-registered investment advisory firm in Lexington, KY, registered since 2009, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 151523
- Filed as: MERIDIAN WEALTH MANAGEMENT, LLC
- Also doing business as: VARSITY WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lexington, KY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/151523
- AdvisorCensus page: https://advisorcensus.com/firm/meridian-wealth-management-llc-lexington-ky-151523

## Quick answers

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

**Where is Meridian Wealth Management, LLC located?**
Meridian Wealth Management, LLC's principal office is in Lexington, KY, according to its Form ADV; the April 2026 filing also lists 9 other offices (Schedule D, Section 1.F).

**Is Meridian Wealth Management, LLC registered with the SEC or a state?**
Meridian Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 151523.

**How much does Meridian Wealth Management, LLC manage?**
Meridian Wealth Management, LLC reports $4,983,377,516 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (97% discretionary).

**How have Meridian Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Meridian Wealth Management, LLC: Regulatory assets under management: $1,466,473,298 in the October 2021 data and $4,983,377,516 in the October 2026 data, up 240%. Total employees: 32 in October 2021 and 67 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Meridian Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4,344); high net worth individuals (1,022); pension and profit sharing plans (but not the plan participants or government pension plans) (108).

**Which custodians does Meridian Wealth Management, LLC use?**
Meridian Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and Pershing Advisor Solutions LLC as custodians holding 10% or more of its separately managed account assets.

**Does Meridian Wealth Management, LLC report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/151523

**Does Meridian Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "Meridian does not have a minimum account size."

**What changed in Meridian Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $3,885,527,411 to $4,983,377,516 (+28%). Employees performing advisory functions went from 53 to 59. Added an office in Encino, CA. Added an office in Lafayette, LA. No longer lists an office in Lexington, KY. No longer lists an office in Upland, CA. 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
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: None

> Meridian does not have a minimum account size.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC
- Pershing Advisor Solutions LLC

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: $4,983,377,516
- Discretionary: $4,830,645,849
- Non-discretionary: $152,731,667

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4,344 | $909,240,133 |
| High net worth individuals | 1,022 | $3,448,669,775 |
| 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) | 108 | $608,715,563 |
| Charitable organizations | 27 | $8,764,924 |
| 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 | 32 | $7,987,121 |
| Other | 0 | $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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2009 (16 years)
- Employees: 67 total, 59 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/151523

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Allen, TX
- Carmel, CA
- Encino, CA
- Lafayette, LA
- Mandeville, LA
- Palm Beach Gardens, FL
- Scottsdale, AZ
- The Villages, FL
- Tucson, AZ

### Websites listed on Form ADV (Item 1.I)
- mcfarlandchase.com
- meridianwealthllc.com
- reviewbuildinvest.com
- suzannepowell.com
- swgplanning.com
- thechrispowell.com
- varsitywealthllc.com
- Facebook @MERIDIANWEALTHLLC
- Instagram @MERIDIANWEALTHLLC
- LinkedIn @MERIDIAN-WEALTH-MANAGEMENT-LLC-INC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,466,473,298 | 32 | August 17, 2021 |
| October 2022 | $1,882,680,182 | 37 | September 8, 2022 |
| October 2023 | $2,065,789,407 | 37 | September 28, 2023 |
| October 2024 | $2,905,556,042 | 37 | September 27, 2024 |
| October 2025 | $3,885,527,411 | 64 | March 31, 2025 |
| October 2026 | $4,983,377,516 | 67 | March 31, 2026 |

Regulatory assets under management: $1,466,473,298 in the October 2021 data and $4,983,377,516 in the October 2026 data, up 240%.
Total employees: 32 in October 2021 and 67 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $3,885,527,411 to $4,983,377,516 (+28%).
- Employees performing advisory functions went from 53 to 59.
- Added an office in Encino, CA.
- Added an office in Lafayette, LA.
- No longer lists an office in Lexington, KY.
- No longer lists an office in Upland, CA.
- 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 Management, LLC (CRD 151523): Form ADV filing data as of October 2026.