Meridian Wealth Management, Llc
- Regulatory AUM
- $5.0B
- Discretionary
- $4.8B
- Clients
- 5,533
- Avg AUM / client
- $901K
- Accounts
- 12,298
- Employees
- 67
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 4,344 | $909M | 18.2% |
| High net worth individuals | 1,022 | $3.4B | 69.2% |
| Pension and profit sharing plans | 108 | $609M | 12.2% |
| Charitable organizations | 27 | $8.8M | 0.18% |
| Corporations and other businesses | 32 | $8.0M | 0.16% |
People (61)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Couch, Timothy, Scott | Member | Aug 2009 (17y) | 5% – 10% | |
| Gregory Wayne Couch | Managing Member And Chief Executive Officer | Aug 2009 (17y) | 75% or more | |
| Dawahare, Stephen, D. | Managing Member | Jul 2013 (13y) | ≈ 7.5% – 25% via Ivisionary Diversified Holdings Llc | |
| Barry D Cooper | Member And Partner | Feb 2014 (12y) | Less than 5% | |
| Pagano, Mallory, Z.D. | General Counsel And Chief Compliance Officer | Sep 2024 (2y) | Less than 5% | |
| Charles Andrew Norden | Registered representative | Oct 2014 (12y) | ||
| Thomas Poskin | Registered representative | Jan 2015 (12y) | ||
| Matthew Lawrence Stockham | Registered representative | Mar 2015 (11y) | ||
| Leslie S Rion | Registered representative | Apr 2015 (11y) | ||
| Tyler Scott Bailey | Registered representative | Jan 2016 (11y) | ||
| Abraham Louis Kawaja | Registered representative | May 2016 (10y) | ||
| Suzanne Andrea Powell | Registered representative | Nov 2016 (10y) | ||
| Robert Jerome Bouhl | Registered representative | Feb 2017 (10y) | ||
| William Tyler Montell | Registered representative | Aug 2017 (9y) | ||
| Jacob Francis Tamme | Registered representative | Feb 2019 (7y) | ||
| Natalie Ann Fernandez | Registered representative | Mar 2020 (6y) | ||
| Ruben Guillermo Fernandez | Registered representative | Aug 2020 (6y) | ||
| Justin George Sautter | Registered representative | Sep 2020 (6y) | ||
| David Glen Dowell | Registered representative | Oct 2020 (6y) | ||
| Richard F Broadbent | Registered representative | CFP | Apr 2021 (5y) | |
| Manita Ho Moran | Registered representative | CFP | May 2022 (4y) | |
| Henry Joseph Lessner | Registered representative | CFP | May 2022 (4y) | |
| Lynne Ann Witmer | Registered representative | May 2022 (4y) | ||
| Carmen Moss Hodnett | Registered representative | May 2022 (4y) | ||
| Darold Charles Brooks | Registered representative | CFP | May 2022 (4y) | |
| Karen D Mcintyre | Registered representative | Jul 2022 (4y) | ||
| Christopher Michael Reagan | Registered representative | Aug 2022 (4y) | ||
| Peter Sutton Mcfarland | Registered representative | Feb 2023 (3y) | ||
| Jeremy Michael Chase | Registered representative | Feb 2023 (3y) | ||
| Lauren Ashely Hazard | Registered representative | Feb 2023 (3y) | ||
| Mason David Stockham | Registered representative | May 2023 (3y) | ||
| Jake H Blumenthal | Registered representative | Jun 2023 (3y) | ||
| Michael G Bazile | Registered representative | Aug 2023 (3y) | ||
| Paul Gerald Hodge | Registered representative | Aug 2023 (3y) | ||
| Richard Lyons | Registered representative | Aug 2023 (3y) | ||
| Brian Hudson Jones | Registered representative | Aug 2023 (3y) | ||
| Bruce Douglas Ward Jr | Registered representative | CFP | Sep 2023 (3y) | |
| Chase Thomas Gelardi | Registered representative | CFP | Sep 2023 (3y) | |
| David K Lundgren | Registered representative | Sep 2023 (3y) | ||
| Shawn Anthony Best | Registered representative | CFP | Sep 2023 (3y) | |
| Sergio Villa Ortiz | Registered representative | Sep 2023 (3y) | ||
| Mark Keith Kebodeaux | Registered representative | Oct 2023 (3y) | ||
| Drake Brannen Cooper | Registered representative | Nov 2023 (3y) | ||
| Baigin Thiel Reynolds | Registered representative | Mar 2024 (2y) | ||
| Shahmeen R Khan | Registered representative | Apr 2024 (2y) | ||
| William Christopher Powell | Registered representative | May 2024 (2y) | ||
| James Taylor Davis | Registered representative | Jun 2024 (2y) | ||
| Joseph Marsch Mc Farland | Registered representative | Jun 2024 (2y) | ||
| Brycen Noel Coward | Registered representative | CFA | Jun 2024 (2y) | |
| Jenna Nicole White | Registered representative | Aug 2024 (2y) | ||
| David Ethan Furmanski | Registered representative | Oct 2024 (2y) | ||
| Benjamin Andrew Marrs | Registered representative | Dec 2024 (2y) | ||
| Michael Blake Burchett | Registered representative | Jan 2025 (2y) | ||
| Cody R Smith | Registered representative | Apr 2025 (1y) | ||
| Jordan Mark Wilson | Registered representative | CFP | Jul 2025 (1y) | |
| Richard Randall Cloud | Registered representative | Nov 2025 (1y) | ||
| Shawn Mitchell Defoe | Registered representative | Nov 2025 (1y) | ||
| Thomas Gregory Hesse | Registered representative | Nov 2025 (1y) | ||
| Vien N Tran | Registered representative | Jan 2026 (1y) | ||
| Jackie Lynn Goulas | Registered representative | Jan 2026 (1y) | ||
| Patricia Morgenthal Breeze | Registered representative | CFP | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ivisionary Diversified Holdings Llc | Member | Nov 2017 | A | 10% – 25% |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Dawahare, Stephen, D.: 75% – 100% of Ivisionary Diversified Holdings Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.27 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: FORMER CLIENT CLAIMED THAT AN INVESTMENT ADVISOR REPRESENTATIVE RECOMMENDED UNSUITABLE INVESTMENTS RESULTING IN INVESTMENT LOSSES. Status: Final Sanction Detail: IN MARCH OF 2023, A FORMER CLIENT OF A FIRM IAR FILED A CLAIM AGAINST THE FIRM AND THE IAR, ALLEGING MS. SUZANNE POWELL RECOMMENDED UNSUITABLE INVESTMENTS RESULTING IN INVESTMENT LOSSES. THE ARBITRATION PANEL GRANTED THE CLAIM AGAINST THE IAR BUT DISMISSED THE CLAIM AGAINST THE FIRM. Summary: ARBITRATION PANEL GRANTED A FORMER CLIENT'S CLAIM AGAINST THE FIRM AND ONE IAR AND DISMISSED A CLAIM AGAINST THE FIRM'S OWNER.
Allegations: VIOLATION OF KRS 292.330(10) BY EMPLOYING OR ASSOCIATING WITH AN UNREGISTERED INVESTMENT ADVISER REPRESENTATIVE DURING 2014 Status: Final Sanction Detail: $1,500 FINE PAID JUNE 24, 2015 Summary: VIOLATION OF KRS 292.330(10) BY EMPLOYING OR ASSOCIATING WITH AN UNREGISTERED INVESTMENT ADVISER REPRESENTATIVE DURING 2014. $1,500 FINE PAID JUNE 24, 2015
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Transamerica Investors Securities Corporation $2.1B (71% of AUM) Sep 2024
- Charles Schwab & Co. $1.8B (37% of AUM) Mar 2026
- Pershing $1.4B (29% of AUM) Mar 2026
- Fidelity Brokerage Services $118M (2% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗