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Meridian Wealth Advisors, LLC

Meridian Wealth Advisors, LLC. CRD 140991

Meridian Wealth Advisors, LLC logo

CRD: 140991

Meridian Wealth Advisors, LLC

Albuquerque, NM, 87122
5058282220
meridianwealthadvisors.com
$156.2M Total AUM
$148.3M Disc. AUM
13.0% 3Y CAGR
1 Employees
78 ADV. Clients
19 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
Pathway quantumVital
Established Date
07-27-2006
Office Locations
1

Office Locations

9400 Holly Avenue NE Building 4 Albuquerque NM

About Meridian Wealth Advisors, LLC

Meridian Wealth Advisors (Albuquerque, NM) provides one-on-one retirement planning and wealth management for individuals—especially retirees—pairing comprehensive planning with ongoing portfolio implementation, tax planning/preparation coordination, insurance reviews, and estate planning support. Portfolios are guided by an investment policy statement and use ETFs and mutual funds alongside fixed income; custody includes Fidelity/NFS.

Team overview

60 AVG AGE
$156.2M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
19.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age

Insights

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Asset Classes

Harbor Vector Value

Client Personas

Timber Matrix

Custodian

Unison delta Bridge Vital timber Ember Radial capital

Fund Managers

Vector catalyst

Investment Themes

Glacier meridian Ember

Investment Vehicles

Capital glacier

Platform

Matrix atlas Value Peak

Services

Pioneer bridge Prime Peak Element Peak Zenith Ridge matrix Catalyst Fusion

Technology

Glacier Prime momentum

Owner & Executives

SCOTT DOUGLAS FLOERSHEIM

SCOTT DOUGLAS FLOERSHEIM

Chief Compliance Officer, Managing Member, Wealth Advisor

CRD
#2924482
Ownership
75% or more
(682) 856-9278
ember.peak@primecapital.com
in linkedin.com/in/pathway-summit

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-02-2023
07-16-2024
05-22-2025
03-24-2026
Category Assets AVG. Account size
Discretionary $148,303,976 $593,216
Non-Discretionary $7,913,199 $791,320
Total $156,217,175 $600,835

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Separately Managed Accounts

Total SMA Asset: $156,217,175

$156.2M Total SMA
Equity - Exchange:
31.1%
Public Funds:
15.1%
Cash:
31.1%
Other:
22.7%
Asset class Assets Assets %
Equity - Exchange $2,727,807,681 31.1%
Public Funds $1,324,433,955 15.1%
Cash $2,727,807,681 31.1%
Other $1,991,036,475 22.7%
Total $8,771,085,792 100.0%

13F Holdings | Q1 2025

Issuer Class Cusip Ticker % Value
WAVE DELTA EMBER PEAK AYJYNOL6U VPS 9.20% $103,688,526
SIGNAL FOCUS CATALYST EMBER OAK 3I0EEOUAC KPCE 6.88% $70,776,683
QUANTUM CREST NORTH PRIME WUFXPCWO8 UZMMV 8.76% $99,420,464
LEGACY CREST HARBOR UNISON 4BPBZHTOM LKOZO 5.70% $30,109,867
ATLAS FUSION HARBOR WAVE HARBOR RA7VLCFZB QHUK 7.92% $101,756,435
BRIDGE UNISON ATLAS WAVE HWDR4ELGD TCI 4.51% $61,513,645
MATRIX INSIGHT OPTIMA OPTIMA ZENITH 7EGWXLE2R PMB 10.93% $19,437,879
OPTIMA MERIDIAN VITAL BRIDGE LEGACY 9A8A0HLBY EALHA 2.51% $108,476,719

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