| Name | Title | Ownership | Since |
|---|---|---|---|
| Barry D Cooper Control | Member And Partner | Under 5% | 2016 |
| Gregory Wayne Couch Control | Managing Member And Chief Executive Officer | Over 75% | 2009 |
| Ivisionary Diversified Holdings LLC | Member | 10-25% | 2017 |
Meridian Wealth Management, LLC reports $3.9 billion in regulatory assets under management on its Form ADV.
Meridian Wealth Management, LLC reports 64 employees.
Meridian Wealth Management, LLC is based in Lexington, KY and has been SEC-registered since 2009.
Meridian Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 100 W Main Street, Suite 450, Lexington, KY 40507 |
| Phone | 859-543-4516 |
| Fax | 859-543-4523 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1697300 |
| Discloses disciplinary history | Yes |
| Discretionary | $3.88B |
| Non-discretionary | $2.6M |
| Total (RAUM) | $3.89B |