Meridian Wealth Management Revenue, Growth & Competitor Profile

DBA MERIDIAN WEALTH MANAGEMENT, LLC

Company Profile & Annual Report for Meridian Wealth Management

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Meridian Wealth Management Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	52312 Securities Brokerage
Address	100 W Main Street Suite 450 Lexington, KY 40507

Note: Revenues for privately held companies are statistical evaluations.


Meridian Wealth Management's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Meridian Wealth Management's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Meridian Wealth Management is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Meridian Wealth Management Annual Revenue and Growth Rate

Meridian Wealth Management	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$1 - $10 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Meridian Wealth Management's revenues are gauged from an analysis of company filings.

Meridian Wealth Management's Income Statement (based on Industry Averages)

Meridian Wealth Management P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Meridian Wealth Management is developing and marketing. Meridian Wealth Management doesn't have any recent trademark applications, indicating Meridian Wealth Management is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
WEALTH WELL MANAGED, LIFE WELL LIVED Financial services, namely, wealth management services	03/08/2023

See all trademarks and details in the Full Report.

Market Share of Meridian Wealth Management's Largest Competitors

A competitive analysis shows these companies are in the same general field as Meridian Wealth Management, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Meridian Wealth Management. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
FORCHT GROUP	Lexington, KY	100
FAMILY WEALTH GROUP	Lexington, KY	4
LEGACY CONSULTING GROUP	Lexington, KY	1
WRENNE FINANCIAL PLANNING	Lexington, KY	1
PARAGON PRIVATE WEALTH MANAGEMENT	Lexington, KY	1
WTS INVESTMENTS	Lexington, KY	1

Future Competition: Meridian Wealth Management's Fastest Growing Competitors

These companies are in the same general field as Meridian Wealth Management and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)