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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Mexico
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 22, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FLOERSHEIM, SCOTT, DOUGLAS | I | MANAGING MEMBER/CCO | E | Control |
| FLOERSHEIM, SCOTT, DOUGLAS | I | MANAGING MEMBER/CCO | E | Control |
| FLOERSHEIM, SCOTT, DOUGLAS | I | MANAGING MEMBER/CCO | E | Control |
| FLOERSHEIM, SCOTT, DOUGLAS | I | MANAGING MEMBER/CCO | E | Control |
| FLOERSHEIM, SCOTT, DOUGLAS | I | MANAGING MEMBER/CCO | E | Control |
| FLOERSHEIM, SCOTT, DOUGLAS | I | MANAGING MEMBER/CCO | E | Control |
| FLOERSHEIM, SCOTT, DOUGLAS | I | MANAGING MEMBER/CCO | E | Control |
Registrations
Federal
IA
May 22, 2025 REGISTERED
Notice Filings (2)
NM TX
Address
9400 HOLLY AVE NEBLDG 4
ALBUQUERQUE, NM 87122-2969
United States
Phone: (505) 828-2220