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Meridian Wealth Advisors, LLC

● SEC registered since 2023CRD 140991SEC# 801-127570Albuquerque, NM
Export (members)
Reg. AUM
$144.9M
Employees
1
Accounts
257
Location
Albuquerque, NM

Meridian Wealth Advisors, LLC assets under management

Meridian Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Albuquerque, NM. The firm has been registered since 2023. It reports $144.9 million in regulatory assets under management and employs 1 people.
wealthtender.com/financial-advisors/scott-floersheim-cpa-pfs-cfp-rmaView on SEC.gov ↗

Meridian Wealth Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Scott Douglas Floersheim ControlManaging Member/CcoOver 75%2006

Frequently asked questions

How much does Meridian Wealth Advisors, LLC manage?

Meridian Wealth Advisors, LLC reports $144.9 million in regulatory assets under management on its Form ADV.

How many employees does Meridian Wealth Advisors, LLC have?

Meridian Wealth Advisors, LLC reports 1 employees.

Where is Meridian Wealth Advisors, LLC located?

Meridian Wealth Advisors, LLC is based in Albuquerque, NM and has been SEC-registered since 2023.

Does Meridian Wealth Advisors, LLC disclose fund performance?

Meridian Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9400 Holly Ave NE, Bldg 4, Albuquerque, NM 87122-2969
Phone(505) 828-2220
Fax(505) 212-0010
Office hours8:00 a.m. To 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$13.5M
Non-discretionary$131.4M
Total (RAUM)$144.9M