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Meridian Wealth Advisors, LLC
       
 
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Meridian Wealth Advisors, LLC
 
 
Overview: 

Meridian Wealth Advisors, LLC (MWA) is a New Mexico registered investment advisor. MWA currently manages over $30,000,000 for clients utilizing academically-based, passive investment strategies utilizing primarily mutual funds from Dimensional Fund Advisors. Nearly all client assets are held in custody with Fidelity Instituional Wealth Services, and those assets that are not held in Custodyat Fidelity are either held in custody with TIAA-CREF (retirement annuties) or Charles Schwab (defined contribution plans administered by Alliance Benefit Group).
History: 

Founded in 2006 by Scott Floersheim, CPA/PFS/CFF, CFP®, AIF®.
Asset Under Management:  over $30,000,000


 
 
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