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Meridian Wealth Management, LLC

Headquartered in JUPITER, FL

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Firm Information

Meridian Wealth Management, LLC is an investment advisor registered with the state of Washington. The firm has 1 Investment Adviser Representative and manages approximately $4,382,345 in regulatory assets under management for 24 clients. The firm provides financial planning and portfolio management services for individuals and high-net-worth individuals. They also offer selection of other advisers. The firm does not have a wrap fee program.

Meridian Wealth Management, LLC

$4.38M

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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, LLC has a total of 1 branch locations across the country.
location

JUPITER, FL

Advisors at Meridian Wealth Management, LLC

View All 1 Advisors
Unclaimed
Marsha Lynn Baldinger

CFP®, RA

JUPITER, FL

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Disclosures

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

Frequently Asked Questions (4)

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