{"url":"https://nivawealth.com/firms/meridian-wealth-management-285853","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/285853","regulatoryAum":117790070,"crd":"285853","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4119665","suffix":null,"lastName":"GRUBBS","firstName":"JOHN","middleName":"STEPHEN"},{"crd":"7899793","suffix":null,"lastName":"Moody","firstName":"Danielle","middleName":"Renee"},{"crd":"5146523","suffix":null,"lastName":"ZEBROSKI","firstName":"THOMAS","middleName":"EDWARD"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-135297","legalName":"Meridian Wealth Management, LLC","displayName":"Meridian Wealth Management","slug":"meridian-wealth-management-285853","website":"https://meridianwealthmgmt.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/285853/0009535779c18df6-r1.webp","tone":"light","width":548,"height":200,"sourceUrl":"https://www.meridianwealthmgmt.com/","sourceLabel":"Meridian Wealth Management, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/meridian-wealth-management-llc/about/","founded":null,"organization":"Washington limited liability company","fiscalYearEnd":"December","headquarters":{"street":"","city":"","state":"","stateName":"","country":"","postalCode":null},"tradeNames":[],"registration":{"secApproved":"9 February 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Fee","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009683","versionId":1009683,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-02-17","documentName":"ADV PART 2A MERIDIAN WEALTH MANAGEMENT, LLC FEB 2026","fee_rate_low":0.75,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Complex or Specialized Consulting","summary":"Business sale planning, concentrated stock diversification, or quantitative portfolio modeling billed hourly up to $500 per hour.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009683","versionId":1009683,"submittedOn":"2026-02-17","documentName":"ADV PART 2A MERIDIAN WEALTH MANAGEMENT, LLC FEB 2026"},{"role":"other","program":"Standard Financial Planning","summary":"Flat fee of $2,500 or hourly up to $300 per hour, depending on the scope and complexity of the engagement.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009683","versionId":1009683,"submittedOn":"2026-02-17","documentName":"ADV PART 2A MERIDIAN WEALTH MANAGEMENT, LLC FEB 2026"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T15:38:09.074752+00:00","documents":[{"name":"ADV PART 2A MERIDIAN WEALTH MANAGEMENT, LLC FEB 2026","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009683","versionId":1009683,"submittedOn":"2026-02-17"}]},"custodians":[{"name":"Fidelity Institutional Wealth Services","shortName":"Fidelity","location":"Boston, MA","smaAssets":117414797},{"name":"My 529","shortName":"My 529","location":"Salt Lake City, UT","smaAssets":375273}],"custodyNote":"Meridian Wealth Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Thomas Zebroski","title":"Managing Member/Chief Operating Officer","crd":"5146523"},{"name":"John Grubbs","title":"Managing Member/Chief Compliance Officer","crd":"4119665"}],"ownership":[{"label":"John Grubbs","detail":"Managing member/chief compliance officer in the 50% to 75% ownership band and a control person, since November 2016."},{"label":"Thomas Zebroski","detail":"Managing member/chief operating officer in the 50% to 75% ownership band and a control person, since November 2016."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"425-492-9060","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":24},{"label":"Non-exchange-traded equity securities","percent":4},{"label":"U.S. government/agency bonds","percent":3},{"label":"U.S. state and local bonds","percent":5},{"label":"Securities issued by registered investment companies or business development companies","percent":58},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":5},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"17 February 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/285853/PDF/285853.pdf","brochureDate":"17 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009683","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Meridian Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Meridian Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Meridian Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Meridian Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Meridian Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Meridian Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Meridian Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Meridian Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Meridian Wealth Management?","answer":"Its phone number is 425-492-9060. Its website is meridianwealthmgmt.com.","source":"Form ADV Part 1A, Item 1.F, filed 17 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}