RIA Intel›Advisers›California›MERIDIAN WEALTH MANAGEMENT, INC

MERIDIAN WEALTH MANAGEMENT, INC

Advisory

CA

Data as of Feb 23, 2026 · Source: SEC Form ADV

Rank in CA

#2,776

of 5,480 advisers by AUM

Average account

$303K

across 338 accounts

AUM per adviser

$102M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 23, 2026.

Total AUM

$102M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$102M

Discretionary AUM$0

Non-Discretionary AUM$102M

Discretionary %0%

Total Clients68

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

68 clients

49 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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