M
CRD: 112845
Meridian Wealth Management, INC
Murrieta, CA
9499166238
$102.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
68 ADV. Clients
21 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Lincoln Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-11-2005
- Office Locations
- 1
Office Locations
-- Murrieta CA
About Meridian Wealth Management, INC
Meridian Wealth Management, INC is a Murrieta-based RIA. The firm has been operating for 21 years. Managing $102.3M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and Lincoln Financial. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
48 AVG AGE
$102.3M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
21 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Ridge
Investment Themes
Matrix Beacon
Investment Vehicles
Element capital
Services
Signal Signal frontier Optima Horizon ridge Peak bridge Insight crest Wave Peak foundation
Owner & Executives
SCOTT JOSEPH DAUENHAUER
Owner, President
- CRD
- #2936635
- Ownership
- 75% or more
(466) 209-7403
alpha.vital@catalystcapital.com
in linkedin.com/in/eagle-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $102,321,309 | -- |
| Total | $102,321,309 | -- |
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Separately Managed Accounts
Total SMA Asset: $102,321,309
Equity - Exchange:
17.0% Other:
15.8% Public Funds:
25.8% Cash:
21.5% U.S. Government/Agency:
5.3% Equity - OTC:
14.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $259,897,566 | 17.0% |
| Other | $241,551,855 | 15.8% |
| Public Funds | $394,432,777 | 25.8% |
| Cash | $328,693,981 | 21.5% |
| U.S. Government/Agency | $81,026,888 | 5.3% |
| Equity - OTC | $223,206,145 | 14.6% |
| Total | $1,528,809,212 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PEAK CREST | GLACIER VERTEX | G8X097RAR | RRWDC | 8.67% | $106,078,930 |
| LEGACY PEAK | ATLAS FRONTIER | 2NS0DVRA7 | HDFR | 4.14% | $107,769,894 |
| VITAL ELEMENT OAK | FRONTIER NORTH | GO3KVG9QV | OQU | 6.19% | $32,562,163 |
| NORTH ALPHA | MOMENTUM FRONTIER | LV6PQ4SSB | OPRJ | 0.82% | $52,749,678 |
| FRONTIER LEGACY CAPITAL | VITAL HARBOR | MV00UHQV6 | UBB | 9.48% | $73,114,370 |
| PATHWAY TIMBER LEGACY | PIONEER NORTH | ZRH7MJE61 | XLATB | 6.55% | $92,916,923 |
| PATHWAY SUMMIT | VITAL GLACIER | TU1UOL578 | XWG | 9.03% | $55,928,240 |
| CREST LEGACY MERIDIAN | PRIME UNISON | XGTZ9FRV7 | EIH | 12.58% | $45,877,056 |