Meridian Wealth Advisors, LLC
● SEC registered since 2023CRD 140991SEC# 801-127570Albuquerque, NM
Reg. AUM
$156.2M
Employees
1
Accounts
260
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 $156.2 million in regulatory assets under management and employs 1 people.
Meridian Wealth Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Scott Douglas Floersheim Control | Managing Member/Cco | Over 75% | 2006 |
Frequently asked questions
How much does Meridian Wealth Advisors, LLC manage?
Meridian Wealth Advisors, LLC reports $156.2 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
| Address | 9400 Holly Ave NE, Bldg 4, Albuquerque, NM 87122-2969 |
| Phone | (505) 828-2220 |
| Fax | (505) 212-0010 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$156.2M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$156.2Mregulatory AUM
Discretionary $148.3MNon-discretionary $7.9M