Meridian Wealth Management, LLC

CRD 151523 · Lexington, KY · $5.0B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 151523
SEC number: 801-70676
Firm type: RIA
Assets under management: $5.0B as of Mar 31, 2026
Website: www.facebook.com/MERIDIANWEALTHLLC ↗
Phone: 859-543-4516
Address: 100 W Main Street, Lexington, KY, 40507

Advisors at this firm

54 in our index · page 2 of 2

Vien N TranCRD 6680442 · Tequesta, FL

IA Registered
Bruce Douglas Ward JrCRD 5080577 · Tucson, AZ

IA RegisteredRegistration inactive
Jordan Mark WilsonCRD 5446695 · Lexington, KY

IA RegisteredRegistration inactive

Disclosure event(s) on record
Lynne Ann WitmerCRD 4665577 · Encino, CA

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 151523 ↗ FINRA BrokerCheck record for firm CRD 151523 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.