| Name | Title | Ownership | Since |
|---|---|---|---|
| John Stephen Grubbs Control | Managing Member/Chief Compliance Officer | 50-75% | 2016 |
| Thomas Edward Zebroski Control | Managing Member/Chief Operating Officer | 50-75% | 2016 |
Meridian Wealth Management, LLC reports $117.8 million in regulatory assets under management on its Form ADV.
Meridian Wealth Management, LLC reports 4 employees.
Meridian Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 425-492-9060 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $103.6M |
| Non-discretionary | $14.2M |
| Total (RAUM) | $117.8M |