Meridian Wealth Management, LLC
● SEC registered since 2026CRD 285853SEC# 801-135297
Reg. AUM
$117.8M
Employees
4
Accounts
285
Location
—
Meridian Wealth Management, LLC assets under management
Meridian Wealth Management, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2026. It reports $117.8 million in regulatory assets under management and employs 4 people.
Meridian Wealth Management, LLC owners & executives
2 reported| 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 |
Frequently asked questions
How much does Meridian Wealth Management, LLC manage?
Meridian Wealth Management, LLC reports $117.8 million in regulatory assets under management on its Form ADV.
How many employees does Meridian Wealth Management, LLC have?
Meridian Wealth Management, LLC reports 4 employees.
Does Meridian Wealth Management, LLC disclose fund performance?
Meridian Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 425-492-9060 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$117.8MNo change
Jan '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$117.8Mregulatory AUM
Discretionary $103.6MNon-discretionary $14.2M