MERIDIAN WEALTH MANAGEMENT, LLC
CRD #151523 SEC #801-70676 LEXINGTON, KY 859-543-4516
SEC Registered Disclosures
Total AUM
$3.9B
Discretionary
$3.9B
Employees
64
Clients
51
Accounts
8,802
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $3.9B | $3.9B | $2.6M | 64 | 51 |
| Mar 2025 | $3.9B | $3.9B | $2.6M | 64 | 51 |
| Sep 2024 | $2.9B | $2.9B | $31M | 37 | 10 |
| May 2024 | $2.9B | $2.9B | $31M | 37 | 10 |
| May 2024 | $2.9B | $2.9B | $31M | 37 | 10 |
| Apr 2024 | $2.9B | $2.9B | $31M | 37 | 10 |
| Mar 2024 | $2.9B | $2.9B | $31M | 37 | 10 |
| Feb 2024 | $2.1B | $1.8B | $260.1M | 37 | 10 |
| Nov 2023 | $2.1B | $1.8B | $260.1M | 37 | 10 |
| Sep 2023 | $2.1B | $1.8B | $260.1M | 37 | 10 |
| Aug 2023 | $2.1B | $1.8B | $260.1M | 37 | 10 |
| Aug 2023 | $2.1B | $1.8B | $260.1M | 37 | 10 |
| Aug 2023 | $2.1B | $1.8B | $260.1M | 37 | 10 |
| Jul 2023 | $2.1B | $1.8B | $260.1M | 37 | 10 |
| Jun 2023 | $2.1B | $1.8B | $260.1M | 37 | 10 |
| May 2023 | $2.1B | $1.8B | $260.1M | 37 | 10 |
| Mar 2023 | $2.1B | $1.8B | $260.1M | 37 | 10 |
| Mar 2023 | $1.9B | $1.9B | $10.5M | 37 | 10 |
| Sep 2022 | $1.9B | $1.9B | $10.5M | 37 | 10 |
| Jun 2022 | $1.9B | $1.9B | $10.5M | 37 | 10 |
| Jun 2022 | $1.9B | $1.9B | $10.5M | 37 | 10 |
| May 2022 | $1.9B | $1.9B | $10.5M | 37 | 10 |
| May 2022 | $1.9B | $1.9B | $10.5M | 37 | 10 |
| May 2022 | $1.9B | $1.9B | $10.5M | 37 | 10 |
| Mar 2022 | $1.9B | $1.9B | $10.5M | 37 | 10 |
| Jan 2022 | $1.5B | $1.5B | $3.5M | 32 | 161 |
| Aug 2021 | $1.5B | $1.5B | $3.5M | 32 | 161 |
| Apr 2021 | $1.5B | $1.5B | $3.5M | 32 | 161 |
| Mar 2021 | $1.5B | $1.5B | $3.5M | 32 | 161 |
| Jan 2021 | $698.1M | $694M | $4.1M | 30 | 3 |
| Jan 2021 | $698.1M | $694M | $4.1M | 30 | 3 |
| Jun 2020 | $698.1M | $694M | $4.1M | 30 | 3 |
| May 2020 | $698.1M | $694M | $4.1M | 30 | 3 |
| Mar 2020 | $698.1M | $694M | $4.1M | 30 | 3 |
| Feb 2020 | $614.9M | $610.9M | $4M | 21 | 0 |
| Feb 2020 | $614.9M | $610.9M | $4M | 21 | 0 |
| Dec 2019 | $614.9M | $610.9M | $4M | 21 | 0 |
| Oct 2019 | $614.9M | $610.9M | $4M | 21 | 0 |
| Oct 2019 | $614.9M | $610.9M | $4M | 21 | 0 |
| Oct 2019 | $614.9M | $610.9M | $4M | 21 | 0 |
| Oct 2019 | $614.9M | $610.9M | $4M | 21 | 0 |
| Sep 2019 | $614.9M | $610.9M | $4M | 21 | 0 |
| May 2019 | $614.9M | $610.9M | $4M | 21 | 0 |
| Mar 2019 | $614.9M | $610.9M | $4M | 21 | 0 |
| Dec 2018 | $558.2M | $554.4M | $3.9M | 17 | 3 |
| Sep 2018 | $558.2M | $554.4M | $3.9M | 17 | 3 |
| Aug 2018 | $558.2M | $554.4M | $3.9M | 17 | 3 |
| Mar 2018 | $558.2M | $554.4M | $3.9M | 17 | 3 |
| Jan 2018 | $411.8M | $408.2M | $3.6M | 17 | 2 |
| Mar 2017 | $411.8M | $408.2M | $3.6M | 17 | 1,100 |
| Dec 2016 | $302.9M | $302.9M | $0 | 16 | 300 |
| Aug 2016 | $302.9M | $302.9M | $0 | 16 | 300 |
| Jul 2016 | $302.9M | $302.9M | $0 | 16 | 300 |
| Mar 2016 | $302.9M | $302.9M | $0 | 16 | 300 |
| Jan 2016 | $202M | $185M | $17M | 11 | 160 |
| Nov 2015 | $202M | $185M | $17M | 11 | 160 |
| Nov 2015 | $202M | $185M | $17M | 11 | 160 |
| May 2015 | $202M | $185M | $17M | 11 | 160 |
| Mar 2015 | $202M | $185M | $17M | 11 | 160 |
| Mar 2014 | $140M | $140M | $0 | 3 | 250 |
| May 2013 | $112M | $54M | $58M | 3 | 250 |
| Mar 2012 | $111M | $15M | $96M | 1 | 250 |
| Nov 2010 | $245M | $220M | $25M | 5 | -- |
| Nov 2010 | $245M | $220M | $25M | 5 | -- |
| Jun 2010 | $245M | $220M | $25M | 5 | -- |
| May 2010 | $55M | $30M | $25M | 5 | -- |
| May 2010 | $55M | $30M | $25M | 5 | -- |
| May 2010 | $55M | $30M | $25M | 5 | -- |
| May 2010 | $55M | $30M | $25M | 5 | -- |
| Mar 2010 | $55M | $30M | $25M | 5 | -- |
| Sep 2009 | $0 | $0 | $0 | 5 | -- |
DateApr 2025
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$2.6M
Employees64
Clients51
DateMar 2025
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$2.6M
Employees64
Clients51
DateSep 2024
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$31M
Employees37
Clients10
DateMay 2024
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$31M
Employees37
Clients10
DateMay 2024
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$31M
Employees37
Clients10
DateApr 2024
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$31M
Employees37
Clients10
DateMar 2024
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$31M
Employees37
Clients10
DateFeb 2024
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$260.1M
Employees37
Clients10
DateNov 2023
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$260.1M
Employees37
Clients10
DateSep 2023
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$260.1M
Employees37
Clients10
DateAug 2023
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$260.1M
Employees37
Clients10
DateAug 2023
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$260.1M
Employees37
Clients10
DateAug 2023
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$260.1M
Employees37
Clients10
DateJul 2023
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$260.1M
Employees37
Clients10
DateJun 2023
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$260.1M
Employees37
Clients10
DateMay 2023
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$260.1M
Employees37
Clients10
DateMar 2023
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$260.1M
Employees37
Clients10
DateMar 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$10.5M
Employees37
Clients10
DateSep 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$10.5M
Employees37
Clients10
DateJun 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$10.5M
Employees37
Clients10
DateJun 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$10.5M
Employees37
Clients10
DateMay 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$10.5M
Employees37
Clients10
DateMay 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$10.5M
Employees37
Clients10
DateMay 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$10.5M
Employees37
Clients10
DateMar 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$10.5M
Employees37
Clients10
DateJan 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$3.5M
Employees32
Clients161
DateAug 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$3.5M
Employees32
Clients161
DateApr 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$3.5M
Employees32
Clients161
DateMar 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$3.5M
Employees32
Clients161
DateJan 2021
Total AUM$698.1M
Discretionary$694M
Non-Disc.$4.1M
Employees30
Clients3
DateJan 2021
Total AUM$698.1M
Discretionary$694M
Non-Disc.$4.1M
Employees30
Clients3
DateJun 2020
Total AUM$698.1M
Discretionary$694M
Non-Disc.$4.1M
Employees30
Clients3
DateMay 2020
Total AUM$698.1M
Discretionary$694M
Non-Disc.$4.1M
Employees30
Clients3
DateMar 2020
Total AUM$698.1M
Discretionary$694M
Non-Disc.$4.1M
Employees30
Clients3
DateFeb 2020
Total AUM$614.9M
Discretionary$610.9M
Non-Disc.$4M
Employees21
Clients0
DateFeb 2020
Total AUM$614.9M
Discretionary$610.9M
Non-Disc.$4M
Employees21
Clients0
DateDec 2019
Total AUM$614.9M
Discretionary$610.9M
Non-Disc.$4M
Employees21
Clients0
DateOct 2019
Total AUM$614.9M
Discretionary$610.9M
Non-Disc.$4M
Employees21
Clients0
DateOct 2019
Total AUM$614.9M
Discretionary$610.9M
Non-Disc.$4M
Employees21
Clients0
DateOct 2019
Total AUM$614.9M
Discretionary$610.9M
Non-Disc.$4M
Employees21
Clients0
DateOct 2019
Total AUM$614.9M
Discretionary$610.9M
Non-Disc.$4M
Employees21
Clients0
DateSep 2019
Total AUM$614.9M
Discretionary$610.9M
Non-Disc.$4M
Employees21
Clients0
DateMay 2019
Total AUM$614.9M
Discretionary$610.9M
Non-Disc.$4M
Employees21
Clients0
DateMar 2019
Total AUM$614.9M
Discretionary$610.9M
Non-Disc.$4M
Employees21
Clients0
DateDec 2018
Total AUM$558.2M
Discretionary$554.4M
Non-Disc.$3.9M
Employees17
Clients3
DateSep 2018
Total AUM$558.2M
Discretionary$554.4M
Non-Disc.$3.9M
Employees17
Clients3
DateAug 2018
Total AUM$558.2M
Discretionary$554.4M
Non-Disc.$3.9M
Employees17
Clients3
DateMar 2018
Total AUM$558.2M
Discretionary$554.4M
Non-Disc.$3.9M
Employees17
Clients3
DateJan 2018
Total AUM$411.8M
Discretionary$408.2M
Non-Disc.$3.6M
Employees17
Clients2
DateMar 2017
Total AUM$411.8M
Discretionary$408.2M
Non-Disc.$3.6M
Employees17
Clients1,100
DateDec 2016
Total AUM$302.9M
Discretionary$302.9M
Non-Disc.$0
Employees16
Clients300
DateAug 2016
Total AUM$302.9M
Discretionary$302.9M
Non-Disc.$0
Employees16
Clients300
DateJul 2016
Total AUM$302.9M
Discretionary$302.9M
Non-Disc.$0
Employees16
Clients300
DateMar 2016
Total AUM$302.9M
Discretionary$302.9M
Non-Disc.$0
Employees16
Clients300
DateJan 2016
Total AUM$202M
Discretionary$185M
Non-Disc.$17M
Employees11
Clients160
DateNov 2015
Total AUM$202M
Discretionary$185M
Non-Disc.$17M
Employees11
Clients160
DateNov 2015
Total AUM$202M
Discretionary$185M
Non-Disc.$17M
Employees11
Clients160
DateMay 2015
Total AUM$202M
Discretionary$185M
Non-Disc.$17M
Employees11
Clients160
DateMar 2015
Total AUM$202M
Discretionary$185M
Non-Disc.$17M
Employees11
Clients160
DateMar 2014
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees3
Clients250
DateMay 2013
Total AUM$112M
Discretionary$54M
Non-Disc.$58M
Employees3
Clients250
DateMar 2012
Total AUM$111M
Discretionary$15M
Non-Disc.$96M
Employees1
Clients250
DateNov 2010
Total AUM$245M
Discretionary$220M
Non-Disc.$25M
Employees5
Clients--
DateNov 2010
Total AUM$245M
Discretionary$220M
Non-Disc.$25M
Employees5
Clients--
DateJun 2010
Total AUM$245M
Discretionary$220M
Non-Disc.$25M
Employees5
Clients--
DateMay 2010
Total AUM$55M
Discretionary$30M
Non-Disc.$25M
Employees5
Clients--
DateMay 2010
Total AUM$55M
Discretionary$30M
Non-Disc.$25M
Employees5
Clients--
DateMay 2010
Total AUM$55M
Discretionary$30M
Non-Disc.$25M
Employees5
Clients--
DateMay 2010
Total AUM$55M
Discretionary$30M
Non-Disc.$25M
Employees5
Clients--
DateMar 2010
Total AUM$55M
Discretionary$30M
Non-Disc.$25M
Employees5
Clients--
DateSep 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--