Meridian Wealth Advisors, LLC at a glance
- One of 29 fee-only firms based in New Mexico in the Wellspent graph.
- 10 advisors are listed here; 4 of 10 hold the CFP.
- Its Form ADV reports 12 employees and 328 individual clients, 237 of them high net worth.
- Its average account is about $1.1 million (assets it manages divided by its 1,539 accounts).
Facts
| Based in | Albuquerque, New Mexico |
|---|---|
| Website | meridianwealthadvisors.com |
| [email protected] | |
| Phone | (505) 828-2220 |
Questions about Meridian Wealth Advisors, LLC
How is Meridian Wealth Advisors, LLC paid?
Meridian Wealth Advisors, LLC's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Meridian Wealth Advisors, LLC have in the Wellspent public graph?
The Wellspent public graph lists 10 advisors at Meridian Wealth Advisors, LLC, and 4 hold the CFP.
What is the average account at Meridian Wealth Advisors, LLC?
Meridian Wealth Advisors, LLC's average account is about $1.1 million. That's the assets on its Form ADV divided by its 1,539 accounts.
What does Meridian Wealth Advisors, LLC specialize in?
Meridian Wealth Advisors, LLC's advisors and website list estate & legacy planning and family wealth transfer.
Meridian Wealth Advisors, LLC fees
Meridian Wealth Advisors, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $1.7 billion |
| Individual clients | 91 |
| High-net-worth clients | 237 |
| Accounts managed | 1,539 |
| Employees | 12 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-107344) |
| Financial planning | Offered |
| Form ADV filed | April 30, 2026 |
| SEC record | CRD 282609 |