Meridian Wealth Management, LLC
● SEC registered since 2009CRD 151523SEC# 801-70676Lexington, KY
Reg. AUM
$4.98B
Employees
67
Accounts
12,298
Location
Lexington, KY
Meridian Wealth Management, LLC assets under management
Meridian Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Lexington, KY. The firm has been registered since 2009. It reports $5 billion in regulatory assets under management and employs 67 people.
Meridian Wealth Management, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Barry D Cooper Control | Chief Operations Officer | Under 5% | 2026 |
| Brycen Noel Coward Control | Chief Investment Officer | Under 5% | 2026 |
| Gregory Wayne Couch Control | Founder, President And Chief Executive Officer | Under 5% | 2009 |
| Mallory Z.d. Pagano Control | General Counsel And Chief Compliance Officer | Under 5% | 2024 |
| Mwm Investment Holdings, LLC Control | Member | Over 75% | 2025 |
| Gregory Wayne Couch Control | Managing Member | Over 75% | 2025 |
| Mwm Legacy, LLC Control | Managing Member | Over 75% | 2025 |
Frequently asked questions
How much does Meridian Wealth Management, LLC manage?
Meridian Wealth Management, LLC reports $5 billion in regulatory assets under management on its Form ADV.
How many employees does Meridian Wealth Management, LLC have?
Meridian Wealth Management, LLC reports 67 employees.
Where is Meridian Wealth Management, LLC located?
Meridian Wealth Management, LLC is based in Lexington, KY and has been SEC-registered since 2009.
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
| 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 |
Regulatory AUM
$4.98B▲ 28%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,306 advisers
EmployeesTop 10%
More than 90% of 16,824 advisers
Assets under management
$4.98Bregulatory AUM
Discretionary $4.83BNon-discretionary $152.7M