Meridian Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars. Financial planning was provided to 26–50 clients last fiscal year.
Meridian Wealth Management reports 5,533 clients. They include 4,344 individual clients, 1,022 high-net-worth individuals, and 108 pension and profit-sharing plans. Of its assets, 96.9% ($4.83B across 12,012 accounts) are managed with discretion; $153M across 286 accounts are not. Of its clients, 1% are outside the U.S. It advised 51 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 79% | 18% |
| High-net-worth individuals | 18% | 69% |
| Pension and profit-sharing plans | 2% | 12% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 4,344 | $909M | 18.2% | $209K |
| High-net-worth individuals | 1,022 | $3.45B | 69.2% | $3.37M |
| Pension and profit-sharing plans | 108 | $609M | 12.2% | $5.64M |
| Charitable organizations | 27 | $8.76M | 0.2% | $325K |
| Corporations and other businesses | 32 | $7.99M | 0.2% | $250K |
| Total | 5,533 | $4.98B | 100% | $901K |
- Clients
- 4,344
- Regulatory AUM
- $909M
- AUM share
- 18.2%
- Avg. per client
- $209K
- Clients
- 1,022
- Regulatory AUM
- $3.45B
- AUM share
- 69.2%
- Avg. per client
- $3.37M
- Clients
- 108
- Regulatory AUM
- $609M
- AUM share
- 12.2%
- Avg. per client
- $5.64M
- Clients
- 27
- Regulatory AUM
- $8.76M
- AUM share
- 0.2%
- Avg. per client
- $325K
- Clients
- 32
- Regulatory AUM
- $7.99M
- AUM share
- 0.2%
- Avg. per client
- $250K
Total
- Clients
- 5,533
- Regulatory AUM
- $4.98B
- AUM share
- 100%
- Avg. per client
- $901K
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 51
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Meridian Wealth Management charges up to 2.00% a year for its Portfolio Management Services. The fee is billed in advance or in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Hourly rate not to exceed $350 per hour, or a flat fee of $250 to $500 per month or quarter; negotiable.
MWM Investment Holdings, LLC owns 75% or more of Meridian Wealth Management and is in turn owned by MWM Legacy, LLC (75% or more). Gregory Couch is CEO; the leadership team includes Chief Investment Officer Brycen Coward and Chief Compliance Officer Mallory Pagano. It has 67 employees, 59 of them in advisory roles.
Staff
- 67 employees
- 59 in advisory functions
- 55 state-registered reps
- 41 insurance agents
- 1 soliciting firm
- Owns 75% or more of Meridian Wealth Management, LLC
MWM Investment Holdings, LLC
Control person · since June 2025
- Owns 75% or more of MWM Investment Holdings, LLC
MWM Legacy, LLC
Control person · since June 2025
- Owns 75% or more of MWM Legacy, LLC
Gregory Couch
Control person · since June 2025
Meridian Wealth Management’s regulatory assets grew 3.4× from $1.47B (April 2021) to $4.98B (March 2026); clients rose from 1,455 to 5,533 and employees from 32 to 67. In 2025, Integrity RIA ($131M in its last filing) joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $4.98B | 5,533 | 67 | 10 |
| Mar 2025March 2025 | $3.89B | 3,961 | 64 | 10 |
| May 2024May 2024 | $2.91B | 2,942 | 37 | 12 |
| Jul 2023July 2023 | $2.07B | 2,942 | 37 | 9 |
| Jun 2022June 2022 | $1.88B | 1,619 | 37 | 7 |
| Apr 2021April 2021 | $1.47B | 1,455 | 32 | 4 |
Firms that joined
20251 joined
- Integrity RIALast filed AUM $131M
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Meridian Wealth Management has 9 offices, with 10 listed addresses across 6 states.
Arizona · 2 listed addresses
- 5210 East Williams Circle, Suite 820, Tucson
- 7047 E Greenway Parkway, Scottsdale
California · 2 listed addresses
- 16255 Ventura BLVD., Encino
- 100 Clock Tower Place, Carmel
Florida · 2 listed addresses
- 2462 Burnsed Boulevard, The Villages
- 3835 Pga BLVD, Palm Beach Gardens
Louisiana · 2 listed addresses
- 2090 Woodrow Street, Mandeville
- 221 Southpark RD, Lafayette
Kentucky · 1 listed address
- 100 W Main Street, Suite 450, LexingtonHQ
Texas · 1 listed address
- 700 Central Expressway S, Allen
Other business names
Meridian Wealth Management has reported 1 other business name to the SEC.
- Varsity Wealth
Contact and registration details
- Legal name
- Meridian Wealth Management, LLC
- Headquarters
- 100 W Main Street, Suite 450, Lexington, KY 40507
- Website
- meridianwealthllc.com
- Phone
- 859-543-4516
- SEC file
- 801-70676
- Structure
- Kentucky LLC
- Fiscal year end
- December
Meridian Wealth Management’s named custodians for separately managed accounts are Charles Schwab ($1.85B, 54%), Pershing ($1.44B, 42%) and Fidelity ($118M, 3%). Meridian Wealth Management has custody of client assets.
- PershingPershing Advisor Solutions LLC · Jersey City, NJ · $1.44B42%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $1.85B54%
- FidelityFidelity Brokerage Services LLC · Boston, MA · $118M3%
At year end, Meridian Wealth Management’s separately managed accounts were mostly in stocks (70%) and funds (17%). Its reported 13F holdings for the quarter ended 30 June 2026 total $3.25B across 830 positions; the largest are Nvidia Corporation (4.5%), Invesco Qqq TR (3.9%) and Apple Inc. (3.8%).
What the accounts hold
- Stocks70%
- Funds17%
- Registered funds16%
- Pooled vehicles1%
- Bonds3%
- U.S. government and agency bonds2%
- Investment grade corporate bonds1%
- Cash8%
- Other2%
- Market linked cds, cds2%
How many clients does Meridian Wealth Management have?
Meridian Wealth Management has 5,533 clients and manages $4.98 billion for them, as of March 2026. They include 4,344 individual clients, 1,022 high-net-worth individuals, and 108 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Meridian Wealth Management offer?
Meridian Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Meridian Wealth Management charge?
Meridian Wealth Management charges up to 2.00% a year for its Portfolio Management Services. The fee is billed in advance or in arrears and is negotiable.
Source: MERIDIAN WEALTH MANAGEMENT, LLC FORM ADV 2A, filed 31 March 2026
Which custodians does Meridian Wealth Management use?
Meridian Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.85B, Pershing Advisor Solutions LLC (Jersey City, NJ), with $1.44B and Fidelity Brokerage Services LLC (Boston, MA), with $118M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Meridian Wealth Management have?
Meridian Wealth Management has 55 investment adviser representatives registered with state securities authorities, out of 67 employees, and 59 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 41 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Meridian Wealth Management invest in?
At the end of its last fiscal year, Meridian Wealth Management’s separately managed accounts held 70% exchange-traded equities, 16% registered funds (mutual funds, ETFs, BDCs), 8% cash and equivalents, 2% U.S. government and agency bonds, 2% other, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar). The 2% other category is described as: Market Linked CDS, CDS.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Meridian Wealth Management?
Meridian Wealth Management is owned through a chain of holding companies by Gregory Couch. Its direct owner is MWM Investment Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Meridian Wealth Management get paid?
Meridian Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Meridian Wealth Management?
Meridian Wealth Management’s main office is at 100 W Main Street, Suite 450, Lexington, KY 40507. Its phone number is 859-543-4516. Its website is meridianwealthllc.com.