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Meridian Wealth Management, Inc.

Headquartered in MURRIETA, CA

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Firm Information

Meridian Wealth Management, Inc. is an investment advisor registered with the SEC. It provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has $90.44 million in regulatory assets under management and a total of 273 client accounts. Meridian Wealth Management, Inc. also offers educational seminars.

Meridian Wealth Management, Inc.

$90.44M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

MERIDIAN WEALTH MANAGEMENT, INC. has a total of 1 branch locations across the country.
location

MURRIETA, CA

Advisors at Meridian Wealth Management, Inc.

View All 1 Advisors
Unclaimed
Scott Joseph Dauenhauer

CFP®, RA

MURRIETA, CA

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Disclosures

There are no public disclosures for Meridian Wealth Management, Inc..

Frequently Asked Questions (6)

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