Meridian Wealth Management, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Meridian Wealth Management provides investment management, financial planning, and retirement consulting to individuals, high-net-worth clients, and select institutional clients, including pension and profit-sharing plans. The firm also offers modular financial planning services and consulting for defined contribution plans.
Portfolios are tailored to clients’ stated goals and risk tolerance, with regular reviews and rebalancing under a fiduciary standard. Unlike most independent peers, a substantial portion of the firm’s assets are managed on a non-discretionary basis, meaning client approval is sought before executing transactions.
The firm conducts educational seminars and workshops and maintains an active program of retirement-focused outreach aimed at public‑employee audiences, including publishing educational material and producing related content. It also offers fiduciary consulting for retirement plans, combining advisory and plan‑education services that are uncommon among similarly sized independent advisors.
Client services
Expertise
Occupation focus
Fee options
$0 - $300,000: 0.70% $300,001 - $600,000: 0.50% $600,001 - $1,000,000: 0.30% $1,000,001+: 0.25%
$200 to $300 per hour for financial planning services
Account minimum: $500,000 Minimum fee: $1,500 annually minimum investment management fee Fee-only: Hourly financial planning fees range from $200 to $300 per hour
Main office
Murrieta CA
Advisors at this office
1
Most active in
California · Texas
Also doing business as
Dauenhauer, Scott Joseph · Meridian Wealth Management · Meridian Wealth Management, Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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