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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Element peakZenith pioneer +more
- Established Date
- 12-05-2016
- Office Locations
- 2
Office Locations
About Meridian Wealth Management
Meridian Wealth Management provides relationship-based financial planning, investment management, and tax strategies for self-employed professionals, workplace plan sponsors, and highly compensated employees. The team advises on real-world decisions like business sales, second-home purchases, and tax minimization, and intentionally limits the number of families it serves for high-touch coverage. Custody includes Fidelity/NFS, and the firm publishes commentary on value and factor-based investing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN STEPHEN GRUBBS
Chief Compliance Officer, Financial Consultant, Managing Member
- CRD
- #4119665
- Ownership
- 50% but less than 75%
THOMAS EDWARD ZEBROSKI
CHIEF OPERATING OFFICER, Financial Consultant, Managing Member
- CRD
- #5146523
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Danielle Renee Moody
--
- CRD
- #7899793
Skylar Dean Simpson
--
- CRD
- #8066481
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $103,607,065 | $378,128 |
| Non-Discretionary | $14,183,005 | $1,289,364 |
| Total | $117,790,070 | $413,298 |
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Separately Managed Accounts
Total SMA Asset: $117,790,070
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $723,993,018 | 10.9% |
| Equity - Exchange | $577,865,987 | 8.7% |
| Municipal Bonds | $1,182,300,526 | 17.8% |
| Private Funds | $617,718,814 | 9.3% |
| Equity - OTC | $823,625,085 | 12.4% |
| U.S. Government/Agency | $1,115,879,148 | 16.8% |
| Cash | $1,600,755,206 | 24.1% |
| Total | $6,642,137,784 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PIONEER RIDGE VITAL | MATRIX GLACIER | 0CLGNHMUF | IFZE | 12.07% | $102,005,485 |
| VITAL WAVE | QUANTUM EMBER | 9UI3GMFYR | MJTX | 10.94% | $119,424,510 |
| VALUE CAPITAL | NORTH PATHWAY | BLXMFGWNL | BZF | 7.95% | $40,159,484 |
| ZENITH OAK | EMBER RIDGE | B605RNED5 | RUW | 8.66% | $96,743,162 |
| EAGLE FOUNDATION | DELTA VECTOR | XUU42ZFF4 | YSW | 4.88% | $32,364,008 |
| UNISON QUANTUM | TIMBER OPTIMA | RBOVS7JRD | EEAI | 3.07% | $37,354,399 |
| PEAK ALPHA ZENITH | LEGACY SIGNAL | YGELJGIPC | GST | 2.59% | $98,450,604 |
| CAPITAL OPTIMA | ATLAS VITAL | WP59CMBPQ | GIL | 6.71% | $50,514,763 |