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Meridian Wealth Management, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on May 16, 2019
    • $614.9M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 980
      Accounts
    • $627.4K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

18

name start date
William Tyler Montell
August 2017
Matthew Lawrence Stockham
March 2015
Chris Edward Brady
March 2018
Robert Jerome Bouhl
February 2017
Niki Marie Dillman
March 2015

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Meridian Insurance LLC -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Gregory Wayne Couch Managing Member August, 2009 50% to 75%
      Timothy Scott Couch Member August, 2009 10% to 25%
      Niki Marie Dillman Chief Compliance Officer/Director Of Marketing May, 2019 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees