Meridian Wealth Management
Meridian Wealth Management (CRD# 285853) is a financial advisory firm headquartered in Gig Harbor, WA. They manage $85,627,024 in 251 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management86MILLION
-
Total Number of Accounts251ACCOUNTS
-
Average Account Value$341,144
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR, WA
Financial Advisors at Meridian Wealth Management
1
John Grubbs (CRD# 4119665) is an Investment Advisor Representative working at Meridian Wealth Management in Gig Harbor, WA and has over 21 years of experience in the finance industry.
2
Thomas Zebroski (CRD# 5146523) is an Investment Advisor Representative working at Meridian Wealth Management in Gig Harbor, WA and has over 17 years of experience in the finance industry.
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