Meridian Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$156,217,175
Total clients
78
62% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
78
Average account size
$2,002,784
About
Meridian Wealth Advisors provides wealth management and financial planning to individuals, high-net-worth clients, corporations, and trusts. Services include portfolio management using mutual funds and ETFs, financial planning, and advisory support for employer-sponsored retirement plans and other held-away assets.
The firm’s investment approach is grounded in Modern Portfolio Theory and favors passive, asset-class diversification implemented principally through mutual funds and ETFs—most often funds from Dimensional Fund Advisors—documented with written investment policy statements and informed by simulations and model portfolios. Portfolios emphasize long-term, buy-and-hold strategies with periodic rebalancing and may include interval funds or Treasury securities where appropriate.
Noteworthy features include an affiliated accounting firm owned by the managing member that may prepare clients’ tax returns and provide administrative support, and an explicit practice of advising corporate or business clients in addition to individual investors. The adviser commonly operates with non-discretionary authority—consulting clients before implementing recommendations—which can affect time-sensitive execution, and it uses third-party custodial and back-office platforms to support trade execution and reporting.
Client services
Expertise
Fee options
Financial planning fixed fees typically ranging from $5,000 to $20,000 plus applicable NM Gross Receipts Tax
$0 - $1,000,000: 1.20% $1,000,001 - $3,000,000: 0.60% $3,000,001+: 0.30%
Minimum fee: $12,000 annually plus applicable New Mexico Gross Receipts Tax
Main office location
Meridian Wealth Advisors, LLC
9400 Holly Ave Ne, Bldg 4
Albuquerque NM 87122-2969, United States
Number of offices
1
Most active in
New Mexico · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")