Meridian Wealth Management, Llc
- Regulatory AUM
- $118M
- Discretionary
- $104M
- Clients
- 71
- Avg AUM / client
- $1.7M
- Accounts
- 285
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 40 | $20.6M | 17.5% |
| High net worth individuals | 31 | $91.5M | 77.7% |
| Pension and profit sharing plans | Fewer than 5 clients | $4.2M | 3.54% |
| Charitable organizations | Fewer than 5 clients | $1.5M | 1.28% |
| Corporations and other businesses | Fewer than 5 clients | $17.5K | 0.01% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| 403(b) Thrift Plan Of Goodwill Industries Of Southern Arizona, Inc. Goodwill Industries Of Southern Arizona, Inc. | 2024 | |
| Paul Miller Ford And Associates Retirement & Savings Plan Paul Miller Ford, Inc. | 2024 | |
| Section 403(b) Retirement Plan For Mountain Comprehensive Health Corporation Mountain Comprehensive Health Corporation | 2024 | |
| Stepworks 401(k) Plan Stepworks Recovery Centers, Llc | 2024 | |
| Itac Alabama Employee Retirement Plan Itac Alabama, Llc | 2024 | |
| Go Hire Employment And Development, Inc. 401(k) Plan Go Hire Employment And Development Inc | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thomas Edward Zebroski | Registered representative | CFP | Dec 2016 (10y) | |
| John Stephen Grubbs | Registered representative | Dec 2016 (10y) | ||
| Danielle Renee Moody | Registered representative | May 2024 (2y) | ||
| Skylar Dean Simpson | Registered representative | Apr 2025 (1y) |
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.
Retirement plans served (6)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| 403(b) Thrift Plan Of Goodwill Industries Of Southern Arizona, Inc. | Goodwill Industries Of Southern Arizona, Inc. | 627 | $7.4M | 07/01/2024 |
| Paul Miller Ford And Associates Retirement & Savings Plan | Paul Miller Ford, Inc. | 120 | $4.2M | 06/30/2024 |
| Section 403(b) Retirement Plan For Mountain Comprehensive Health Corporation | Mountain Comprehensive Health Corporation | 605 | $21.4M | 01/01/2024 |
| Stepworks 401(k) Plan | Stepworks Recovery Centers, Llc | 122 | $5.4M | 01/01/2024 |
| Itac Alabama Employee Retirement Plan | Itac Alabama, Llc | 312 | $6.0M | 01/01/2024 |
| Go Hire Employment And Development, Inc. 401(k) Plan | Go Hire Employment And Development Inc | 810 | $17.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/17/2026 | 1.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Institutional Wealth Services $117M (100% of AUM) Feb 2026
- My529 $375K (0% of AUM) Feb 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: Feb 17, 2026.
View current Form ADV (SEC/IAPD) ↗