Meridian Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$112,098,051
Clients
71
44% high-net worth
Advisors
4
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
18
Very LowAverage account size
$1,578,846
About
Meridian Wealth Management works with individuals and high‑net‑worth clients as well as institutional entities such as pension plans, trusts, and corporations. The firm offers discretionary and non‑discretionary investment management, written financial planning, consulting, pension consulting, and services related to private and alternative investments.
The firm’s investment process emphasizes diversified asset allocation across traditional and alternative asset classes, using ETFs, mutual funds and, when appropriate, individual securities, with periodic rebalancing and customization to client objectives. Meridian may recommend or oversee sub‑advisors for specialized mandates, acts as a fiduciary for retirement accounts, and conducts ongoing reviews of accounts at least annually.
What is noteworthy about Meridian is its recent transition to SEC registration and its small team structure—four advisors managing roughly $118 million for about 71 clients—which yields a relatively concentrated client servicing model. The firm discloses that a principal holds an insurance license and may sell fixed or immediate insurance products for commissions (and states this activity occupies minimal time), and it provides due diligence and advisory work on private investment funds and private equity buyers while referencing external third‑party sources and ratings in its materials.
Client services
Expertise
Occupation focus
Fee options
Flat fee of $2,500 for standard financial planning services
$0 - $250,000: 1.50% annually $250,001 - $500,000: 1.35% annually $500,001 - $3,000,000: 0.75% annually $3,000,001+: Negotiable
Insurance products commissions earned by Mr. Zebroski for fixed or immediate insurance products sales (outside advisory fees)
Up to $300 per hour for standard financial planning; up to $500 per hour for complex or specialized consulting services
Fee-only: Flat fee of $2,500 for standard financial planning services; hourly rate up to $300 per hour for financial planning; hourly rate up to $500 per hour for complex or specialized consulting services
Main office location
Meridian Wealth Management
Gig Harbor WA, United States
Number of offices
2
Most active in
Oregon
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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