Meridian Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Meridian Wealth Management reports 71 clients. They include 40 individual clients and 31 high-net-worth individuals. Of its assets, 88.0% ($104M across 274 accounts) are managed with discretion; $14.2M across 11 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 56% | 17% |
| High-net-worth individuals | 44% | 78% |
| Pension and profit-sharing plans | Fewer than 5 | 4% |
| Charitable organizations | Fewer than 5 | 1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 40 | $20.6M | 17.5% | $514K |
| High-net-worth individuals | 31 | $91.5M | 77.7% | $2.95M |
| Pension and profit-sharing plans | Fewer than 5 | $4.17M | 3.5% | — |
| Charitable organizations | Fewer than 5 | $1.5M | 1.3% | — |
| Corporations and other businesses | Fewer than 5 | $17.5K | 0.0% | — |
| Total | 71 | $118M | 100% | — |
- Clients
- 40
- Regulatory AUM
- $20.6M
- AUM share
- 17.5%
- Avg. per client
- $514K
- Clients
- 31
- Regulatory AUM
- $91.5M
- AUM share
- 77.7%
- Avg. per client
- $2.95M
- Clients
- Fewer than 5
- Regulatory AUM
- $4.17M
- AUM share
- 3.5%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $1.5M
- AUM share
- 1.3%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $17.5K
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 71
- Regulatory AUM
- $118M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Meridian Wealth Management charges 0.75%–1.50% a year for its Investment Management Fee. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Complex or Specialized Consulting
- Business sale planning, concentrated stock diversification, or quantitative portfolio modeling billed hourly up to $500 per hour.
- Standard Financial Planning
- Flat fee of $2,500 or hourly up to $300 per hour, depending on the scope and complexity of the engagement.
John Grubbs owns 50% to 75% of Meridian Wealth Management. The leadership team of Meridian Wealth Management includes Chief Operating Officer Thomas Zebroski and Chief Compliance Officer John Grubbs. It has 4 employees.
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- 1 insurance agent
- Owns 50% to 75% of Meridian Wealth Management, LLC
John Grubbs
Control person · since November 2016
- Owns 50% to 75% of Meridian Wealth Management, LLC
Thomas Zebroski
Control person · since November 2016
Besides its headquarters, Meridian Wealth Management has 1 office (1 private residence, listed without an address), with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Meridian Wealth Management, LLC
- Headquarters
- Not reported
- Website
- meridianwealthmgmt.com
- Phone
- 425-492-9060
- @meridian-wealth-management-llc
- SEC file
- 801-135297
- Structure
- Washington LLC
- Fiscal year end
- December
Meridian Wealth Management’s named custodians for separately managed accounts are Fidelity ($117M, 100%) and My 529 ($375K, 0%). Meridian Wealth Management does not have custody of client assets.
- FidelityFidelity Institutional Wealth Services · Boston, MA · $117M100%
- My 529My 529 · Salt Lake City, UT · $375K0%
At year end, Meridian Wealth Management’s separately managed accounts were mostly in funds (63%) and stocks (28%).
What the accounts hold
- Stocks28%
- Exchange-traded equities24%
- Non-exchange-traded equities4%
- Funds63%
- Registered funds58%
- Pooled vehicles5%
- Bonds8%
- State and local bonds5%
- U.S. government and agency bonds3%
- Cash2%
How many clients does Meridian Wealth Management have?
Meridian Wealth Management has 71 clients and manages $118 million for them, as of February 2026. They include 40 individual clients and 31 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 February 2026
What services does Meridian Wealth Management offer?
Meridian Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
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 0.75%–1.50% a year for its Investment Management Fee. The fee is billed in advance and is negotiable.
Source: ADV PART 2A MERIDIAN WEALTH MANAGEMENT, LLC FEB 2026, filed 17 February 2026
Which custodians does Meridian Wealth Management use?
Meridian Wealth Management’s separately managed account assets are held at Fidelity Institutional Wealth Services (Boston, MA), with $117M and My 529 (Salt Lake City, UT), with $375K. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 February 2026
How many financial advisors does Meridian Wealth Management have?
Meridian Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
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 58% registered funds (mutual funds, ETFs, BDCs), 24% exchange-traded equities, 5% state and local bonds, 5% pooled vehicles (private funds and similar), 4% non-exchange-traded equities, 3% U.S. government and agency bonds and 2% cash and equivalents.
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’s direct owners are John Grubbs (50% to 75%) and Thomas Zebroski (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 17 February 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?
Its phone number is 425-492-9060. Its website is meridianwealthmgmt.com.
