Allen, TX Central Expressway South Office
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Meridian Wealth Management, LLC
Multi-team
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About
Meridian Wealth Management serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and corporate entities. The firm offers discretionary portfolio management, financial planning and consulting, and retirement‑plan services that include preparing investment policy statements and the option to act as a 3(21) co‑fiduciary or a 3(38) investment manager for plan sponsors.
Meridian delivers IPS‑driven, tailored advice and manages the vast majority of client relationships on a discretionary basis, using equities, ETFs, mutual funds, fixed income and, in limited circumstances, alternatives and covered‑call option strategies; accounts are monitored and rebalanced routinely. Advisory services are provided through a supervised network of Investment Adviser Representatives — some employees and some independent contractors — and Meridian may delegate portions of portfolio management to sub‑advisors or model portfolios.
Noteworthy aspects include a disclosed minority, non‑controlling outside investor in the firm’s holding company and an affiliated insurance agency where some IARs are licensed insurance agents, a relationship Meridian discloses and manages as a potential conflict. The firm also documents use of third‑party promoter referral arrangements and occasional custodial research or educational benefits, discloses a 2023 arbitration decision involving an IAR (with the firm cleared), does not vote client proxies, and has had recent leadership appointments in operations and investments.
Based on Meridian Wealth Management, LLC
Expertise
Based on Meridian Wealth Management, LLC
Location
700 Central Expressway South Suite 210
Allen TX 75013
Advisors at this office
2
Advisors at this office
Henry L
CFP®, Series 66
Allen, TX
Meridian Wealth Management, LLC
Henry Lessner III is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Meridian Wealth Management, LLC since 2022 and previously held roles at Southport Capital, Wealth Management Group, LLC, and Silver Oak Securities, Inc. Outside of his advisory work, Lessner serves as the mayor of Fairview, Texas, and is the founder and a board member of the Allen Philharmonic Symphony, Inc. Meridian Wealth Management, LLC is an SEC-registered advisory firm serving individual and high-net-worth clients, pension plans, charitable organizations, and businesses. The firm offers portfolio management, financial planning, and retirement plan services, employing a tailored investment approach that includes equities, ETFs, mutual funds, fixed income, and alternative investments.
Manita M
CFP®, Series 65
Allen, TX
Meridian Wealth Management, LLC
Manita Moran is a CFP® and Series 65-registered advisor with 10 years of industry experience. She has worked at Meridian Wealth Management, LLC since 2022 and previously held positions at Southport Capital and Wealth Management Group. Outside of advisory services, she is the managing member of MOKA TX LLC, a CPA firm, and serves as treasurer for the Rotary Club of Allen Sunrise. Meridian Wealth Management, LLC is an SEC-registered firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, using a tailored investment approach that incorporates equities, ETFs, mutual funds, fixed income, and alternative investments.
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