Investment adviser · CRD 342462
MERIDIAN WEALTH GROUP
Investment adviser filing (IA)
MERIDIAN WEALTH GROUP, LLC
DADE CITY, FL, United States · Form ADV filed Sep 4, 2026
- Regulatory AUM
- $0 Form ADV · Item 5.F
- Client accounts
- 0 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 4, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
14142 17TH STREETDADE CITY, FL, 33525, United States
CRD 342462
Filing source
Form ADV 2131079 · Sep 4, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.