MERIDIAN WEALTH ADVISORS, LLC
CRD #140991 SEC #801-127570 ALBUQUERQUE, NM (505) 828-2220
SEC Registered
Total AUM
$144.9M
Discretionary
$13.5M
Employees
1
Clients
51
Accounts
257
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $144.9M | $13.5M | $131.4M | 1 | 0 |
| Mar 2025 | $144.9M | $13.5M | $131.4M | 1 | 0 |
| Jul 2024 | $108.8M | $11.3M | $97.5M | 1 | 0 |
| Mar 2024 | $108.8M | $11.3M | $97.5M | 1 | 0 |
| Mar 2023 | $108.3M | $10M | $98.2M | 1 | 0 |
DateMay 2025
Total AUM$144.9M
Discretionary$13.5M
Non-Disc.$131.4M
Employees1
Clients0
DateMar 2025
Total AUM$144.9M
Discretionary$13.5M
Non-Disc.$131.4M
Employees1
Clients0
DateJul 2024
Total AUM$108.8M
Discretionary$11.3M
Non-Disc.$97.5M
Employees1
Clients0
DateMar 2024
Total AUM$108.8M
Discretionary$11.3M
Non-Disc.$97.5M
Employees1
Clients0
DateMar 2023
Total AUM$108.3M
Discretionary$10M
Non-Disc.$98.2M
Employees1
Clients0