What departments does Meridian Wealth Management, LLC have?

Meridian Wealth Management, LLC has employees across 4 departments including Program & Project Management, Finance, Banking, Administrative.

What is the largest department at Meridian Wealth Management, LLC?

The largest department at Meridian Wealth Management, LLC is Finance with 2 employees.

Where are Meridian Wealth Management, LLC employees located globally?

Meridian Wealth Management, LLC has employees across 3 continents and 4 countries including India, United Kingdom Of Great Britain And Northern Ireland, United States Of America, Canada.

How has Meridian Wealth Management, LLC's team size changed over time?

Meridian Wealth Management, LLC's team has decreased from approximately 68 to 66 employees based on available data.

Meridian Wealth Management, LLC Employee Directory

Investment ManagementKentucky, United States51-200 Employees

Meridian Wealth Management, LLC is an independent investment management advisory firm based in Lexington, Kentucky. It emphasizes acting in clients' best interests, with a due diligence process designed to be free of favoritism and conflicts of interest to identify strategies that aim for long-term, risk-adjusted returns. The firm focuses on each client's unique circumstances and coordinates the professionals needed to develop and execute financial plans and to monitor progress toward stated goals.

Operating in the investment management industry as an independent advisor, Meridian provides holistic, tailored guidance aligned with each client's objectives. In 2025 the firm was recognized by Forbes as a Top RIA Firm. That year Meridian entered into a relationship with Merchant Investment Management to support growth and talent acquisition.

Meridian Wealth Management, LLC Global Highlights

North America
81

United States Of America
80
Canada
1

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Asia
1

India
1

Meridian Wealth Management, LLC's Leadership

D. L.
Chief Executive Officer
Mobile Phone
Email
S. B.
Vice President - Investments
Mobile Phone
Email
P. H.
Co-Founder
Mobile Phone
Email
B. J.
Senior Partner
Mobile Phone
Email
G. D.
Partner
Mobile Phone
Email
M. B.
Senior Partner
Mobile Phone
Email
C. C.
Director Of Client Relations
Mobile Phone
Email
D. B.
Director
Mobile Phone
Email

Meridian Wealth Management, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Business
Finance
Legal
Other
Business Development

Contact profiles from Meridian Wealth Management, LLC

Name

Title

Contact

Location

Last Update

B. J.
Senior Partner
Mobile Phone
Email
Jun 08, 2026
D. L.
Chief Executive Officer
Mobile Phone
Email
Jun 08, 2026
G. D.
Partner
Mobile Phone
Email
India, Goa
Jan 31, 2024
M. B.
Senior Partner
Mobile Phone
Email
Jun 03, 2026
P. H.
Co-Founder
Mobile Phone
Email
Jun 08, 2026
S. B.
Vice President - Investments
Mobile Phone
Email
Oct 21, 2024
C. C.
Director Of Client Relations
Mobile Phone
Email
Oct 23, 2024
D. B.
Director
Mobile Phone
Email
Oct 23, 2024
J. C.
Senior Portfolio Manager
Mobile Phone
Email
Jun 24, 2026
T. O. B.
Senior Financial Advisor
Mobile Phone
Email
Sep 09, 2026

Frequently Asked Questions

What is Meridian Wealth Management, LLC known for?

Meridian Wealth Management, LLC was founded in 2009 and operates in the Investment Management industry. You can contact Meridian Wealth Management, LLC's main corporate office by phone at

+1-859-543-****

. Explore Meridian Wealth Management, LLC's company overview page for more information.

What is Meridian Wealth Management, LLC's most common email format?

Meridian Wealth Management, LLC employees' email format typically follows the pattern of FLast@meridianwealthllc.com. Trying to find reliable and up-to-date employee contact data? Find more Meridian Wealth Management, LLC email formats with LeadIQ.

How many employees does Meridian Wealth Management, LLC have currently?

Meridian Wealth Management, LLC has approximately 66 employees as of August 2026. These team members are located across 3 continents, including North America, Europe and Asia.

Who are Meridian Wealth Management, LLC's key employees and leadership?

As of August 2026, Meridian Wealth Management, LLC's key employees include:

Chief Executive Officer: D. L.
Vice President - Investments: S. B.
Co-Founder: P. H.
Senior Partner: B. J.
Partner: G. D.

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Meridian Wealth Management, LLC Employee Directory

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