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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- FrontierVital
- Established Date
- 10-14-2009
- Office Locations
- 17
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.
Team overview
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Custodian
Investment Themes
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Services
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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%
Horizon value
Eagle optima
- CRD
- #47062
- Ownership
- 45.8%
Showing 2 of 4 owners & executives
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TYLER SCOTT BAILEY
Financial Advisor
- CRD
- #6184002
MICHAEL G BAZILE
Senior Partner
- CRD
- #6402412
Quantum vertex
Vertex capital atlas
- CRD
- #78512
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
Total SMA Asset: $4,983,377,516
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,859,092,722 | 23.0% |
| Public Funds | $1,163,953,704 | 14.4% |
| Cash | $622,391,911 | 7.7% |
| Other | $1,083,123,586 | 13.4% |
| U.S. Government/Agency | $1,269,032,858 | 15.7% |
| Corporate - Investment Grade | $1,325,613,941 | 16.4% |
| Private Funds | $759,803,111 | 9.4% |
| Total | $8,083,011,833 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX PATHWAY VALUE | MERIDIAN LEGACY | AMRVAGBQE | UQBK | 3.49% | $96,084,547 |
| ATLAS MATRIX | HORIZON PATHWAY | Q816A6HFR | KXTYR | 1.79% | $10,786,824 |
| CAPITAL OAK | HARBOR PRIME | K0DF4T8J3 | JFF | 5.76% | $27,763,857 |
| ELEMENT VALUE FRONTIER | MATRIX PIONEER | VGW36AGSS | OCX | 3.46% | $40,305,263 |
| PIONEER INSIGHT UNISON | NORTH RADIAL | SW1AQCQA0 | DYOGR | 9.38% | $14,740,338 |
| RIDGE CREST | MATRIX CREST | DTNMW29Q7 | MSO | 4.24% | $54,591,959 |
| UNISON WAVE | FUSION PRIME | KXVO78869 | LXJ | 6.98% | $88,726,047 |
| CREST EAGLE | SUMMIT DELTA | ZLNKXKXAY | PNXEO | 10.25% | $103,005,386 |