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Sergio Villa Ortiz

Meridian Wealth Management, LLC

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About Sergio Villa Ortiz

Sergio Villa Ortiz is a financial advisor at Meridian Wealth Management, LLC. Sergio has been in the financial services industry since 2014 and has a strong background in the industry. Sergio is registered to provide investment advice in Arizona, Hawaii, Oregon, and Pennsylvania. Sergio holds the Series 66 and Series 7TO licenses and has experience with various investment services including financial planning, pension consulting, and portfolio management for individuals and businesses.

Firm Information

Sergio Ortiz is currently registered with Meridian Wealth Management, LLC. Meridian Wealth Management, LLC is a Kentucky-based firm that manages over $2.9 billion in assets for individuals, families, and institutions. The firm specializes in financial planning, portfolio management, and pension consulting, offering personalized investment solutions tailored to each client's unique needs. Their team of experienced professionals provides a range of services, including educational seminars and selection of other advisors. The firm has a strong focus on serving high-net-worth individuals, charitable organizations, and businesses. They also participate in wrap fee programs.
Meridian Wealth Management, LLC

100 W MAIN STREET

LEXINGTON, KY 40507

$2.91B

Assets Under Management

10

Total Clients

48

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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.

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Sergio Ortiz’s Registration & Firm History

KY

10/02/2023 - Present

Meridian Wealth Management, LLC (LEXINGTON KY)

CA

10/05/2022 - 10/27/2023

GOLDMAN SACHS & CO. LLC (NEWPORT BEACH CA)

AZ

08/04/2020 - 06/01/2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 09/14/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/03/2020

Series 7TO - General Securities Representative Examination

BC

Issued 09/06/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sergio Villa Ortiz.
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