MERIDIAN WEALTH MANAGEMENT LLC

PEER BENCHMARKS

Understanding SEC Peer Groups

A firm's peer group is calculated based on public self-reported AUM benchmarked against a population of RIAs who submitted a Form ADV to the Securities and Exchange Commission.

SEC Peer Benchmark Details

Firm Self-Reported AUM
$402.7M
Peer Group AUM Range
$382.6M - $422.7M
Sample Size
345
Firm Age (Years)
PEER GROUP AVERAGE
12
Structure
PEER GROUP AVERAGE
Limited Liability Company (214 firms)
Discretionary Accounts
PEER GROUP AVERAGE
592
Discretionary AUM
PEER GROUP AVERAGE
$356.4M
Non-Discretionary Accounts
PEER GROUP AVERAGE
50
Non-Discretionary AUM
PEER GROUP AVERAGE
$44.7M
Total Clients
PEER GROUP AVERAGE
299
Total AUM
PEER GROUP AVERAGE
$401.1M
Offices
PEER GROUP AVERAGE
1
Total Employees
PEER GROUP AVERAGE
11
Investment Advisors
PEER GROUP AVERAGE
7
Registered Representatives
PEER GROUP AVERAGE
2
Licensed Insurance Agents
PEER GROUP AVERAGE
3
Foreign Clients
PEER GROUP AVERAGE
9.0%
Clients Without Regulatory Assets
PEER GROUP AVERAGE
33
Compensation
PEER GROUP AVERAGE
FIRM VALUE
Percentage of AUM Yes 337 Firms Yes
Hourly Charges No 210 Firms Yes
Subscription Fees No 343 Firms No
Fixed Fees Yes 180 Firms No
Commissions No 333 Firms No
Performance Based Fees No 243 Firms No
Other No 303 Firms No

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