Meridian Wealth Advisors Review


computer Visit Site phone 505-828-2220 print Print Report

Meridian Wealth Advisors, registered in 2006, serves 1 state(s) with a licensed staff of 1 advisors. Meridian Wealth Advisors manages $75.2 million and provides investment advisory services for 70 clients (1:70 advisor/client ratio).

Firm Information

Summary Firm
Overall Rating
Minimum Investment $600,000
Average Client Balance $1,074,911
Total AUM $75.2 million
Fee Range AUM fees range from 0.25%-1.00% depending on account balance. Please contact us for more details.
Advisor / Client Ratio 1:70
Languages Offered English
Specialities Retirees, Retirement Planning, Tax Planning, Charitable Giving
Website Visit Site
Phone Number 505-828-2220
Headquarters Albuquerque, NM
Locations See locations
LinkedIn Visit Profile
SEC Filings View SEC IAPD CRD #140991

Investment Philosophy

A comprehensive financial plan is the foundation upon which each client's investment strategy is built and maintained. Each client's investment plan establishes allowable investments, their allocations and account locations, and the parameters for their subsequent rebalancing. The investment risk taken should be aligned with each investor's need, ability and capacity for taking investment risk.

Disciplinary Questions

After checking the disciplinary records of Meridian Wealth Advisors, our system found no disciplinary questions to ask. Checks take place monthly.

Conflict Questions

After checking the regulatory records of Meridian Wealth Advisors, our system found no conflict questions to ask. Checks take place monthly.

Was this helpful?

Yes or No

Disciplinary History

An important aspect of the Trust Algorithm is processing the SEC Form ADV Part 1 filing of each Registered Investment Advisor (RIA). “Item 11 Disclosure Information” contains a list of valuable disclosures that are relevant for Americans.

As identified in SEC Form ADV Part 1, Item 11 “Disclosure Information”, the Trust Algorithm identified the following disciplinary disclosures for Meridian Wealth Advisors:


Unfortunately, there is no single, uniform pricing standard for working with a financial advisor. Catchphrases, including "fee-only," can be helpful; however, Americans often get confused with competitors promoting "fee-based" in response.

Ultimately, to understand the underlying costs of advisory services, we always recommend asking for an itemized fees breakdown and reading the firm's ADV Part 2 Brochure (Item 5, "Fees and Compensation").

View Fee Disclosures


Other Firms

AOG Wealth Management, Vishria Bird Financial Group, Ryan Poage & CO, Elemental Capital Partners

This automated report was generated using SEC and FINRA data and was last updated on April 4th, 2021*. For data support, email "". Views: 387 (trailing six months). Firms that receive a 4.5 or 5-star rating are considered Trusted by Learn more.

*SEC data last verified 04/04/2021. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.

Firm’s/Financial Professional’s profile pages may contain certain limited information directly provided to by the Firm/Financial Professional including, by way of example only, the “Personal Bio,” “Certifications,” and/or “Investment Philosophy” portions of the profile page. With respect to such information, cannot and does not independently verify, audit, validate, assess or guarantee the adequacy, accuracy, or completeness of such information; such information is not included or otherwise incorporated within’s Trust Score algorithm or review process.