CRD: 151523
Meridian Wealth Management, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-14-2009
- Office Locations
- 16
Office Locations
About Meridian Wealth Management, LLC
Meridian Wealth Management is a fiduciary RIA providing customized investment management and financial planning built around each client’s goals and risk tolerance. The firm serves retail and institutional relationships, with a dedicated Sports & Entertainment advisory capability. Portfolios are ETF-centric, and the business supports advisors and teams seeking to join Meridian with operational resources and a collaborative culture.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 31, 2026, reported AUM increased 28.3%, from $3.9B to $5.0B.
Across 5 reported observations, AUM increased 164.7% between September 8, 2022 and March 31, 2026, from $1.9B to $5.0B.
Of the latest reported AUM, 96.9% is discretionary and 3.1% is non-discretionary.
The firm reports 59 advisory representatives and 5,584 clients, or 94.6 clients per representative. That equates to $892.4K in reported AUM per client.
The profile lists 16 reported office locations and 16 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Meridian Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BARRY D COOPER
Advisor, Chief Operations Officer
- CRD
- #6293790
- Ownership
- Less than 5%
GREGORY WAYNE COUCH
Chief Executive Officer, Founder, President
- CRD
- #4910345
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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TYLER SCOTT BAILEY
Financial Advisor
- CRD
- #6184002
MICHAEL G BAZILE
Senior Partner
- CRD
- #6402412
Showing 2 of 59 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,830,645,849 | $402,152 |
| Non-Discretionary | $152,731,667 | $534,027 |
| Total | $4,983,377,516 | $405,219 |
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Separately Managed Accounts
SMA allocation detail is available
Meridian Wealth Management, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Meridian Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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