MERIDIAN WEALTH ADVISORS, LLC
Adviser information for MERIDIAN WEALTH ADVISORS, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New Mexico, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 47 | $11.3M |
| Non-Discretionary | 207 | $97.5M |
| Total | 254 | $108.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 32 | $11.0M |
| HNW Individuals | 50 | $97.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Principal Office
9400 HOLLY AVE NEBLDG 4
ALBUQUERQUE
NM
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: (505) 828-2220, Fax: (505) 212-0010
Websites
www.napfa.org/firm/38134/18822
www.linkedin.com/in/scottfloersheim
www.meridianwealthadvisors.com
www.feeonlynetwork.com/financial-advisor/scott-floersheim/
www.napfa.org./member/9992/18822
www.mystockoptions.com/match/advisor.cfm?id=442&rows=10&services=&experience=0&typeid=&feeid=&zip=&radius=1&state=&minim
wealthtender.com/financial-advisors/scott-floersheim-cpa-pfs-cfp-rma/
Chief Compliance Officer
SCOTT D. FLOERSHEIM
MANAGING MEMBER
9400 HOLLY AVE NE
BLDG 4
ALBUQUERQUE
NM
United States
Tel:
(505) 828-2220
Fax:
(505) 212-0010
S****@********M
(Full email address available in API data)
Regulatory Contact
RYAN OAKES
COMPLIANCE CONSULTANT
240 ARDEN ROAD
BROOMALL
PA
United States
Tel:
2677607760
R*****@*********************M
(Full email address available in API data)
Industry Affiliates
| MERIDIAN TAX ADVISORS, LTD. | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FLOERSHEIM, SCOTT, DOUGLAS | Individual | – | MANAGING MEMBER/CCO | 06/2006 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 2nd, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ABBOTT LABS | COM | 791K | 8K | – |
| ABBVIE INC | COM | 270K | 2K | – |
| ACCENTURE PLC IRELAND | SHS CLASS A | 476K | 2K | – |
| ADOBE INC | COM | 5M | 9K | – |
| ADVANCED MICRO DEVICES INC | COM | 4M | 26K | – |
| AIR PRODS & CHEMS INC | COM | 3M | 12K | – |
| ALLSTATE CORP | COM | 5M | 32K | – |
| ALPHABET INC | CAP STK CL A | 10M | 54K | – |
| ALPHABET INC | CAP STK CL C | 3M | 18K | – |
| AMAZON COM INC | COM | 14M | 70K | – |
| AMERICAN EXPRESS CO | COM | 600K | 3K | – |
| AMERICAN TOWER CORP NEW | COM | 3M | 16K | – |
| AMGEN INC | COM | 3M | 8K | – |
| AMPLIFY ETF TR | CWP ENHANCED DIV | 2M | 64K | – |
| ANALOG DEVICES INC | COM | 1M | 5K | – |
| APPLE INC | COM | 21M | 100K | – |
| APPLIED MATLS INC | COM | 312K | 1K | – |
| AT&T INC | COM | 651K | 34K | – |
| ATLAS ENERGY SOLUTIONS INC | COM NEW | 53M | 3M | – |
| AUTOMATIC DATA PROCESSING IN | COM | 634K | 3K | – |
| AUTOZONE INC | COM | 237K | 80 | – |
| BANK AMERICA CORP | COM | 3M | 75K | – |
| BGC GROUP INC | CL A | 92K | 11K | – |
| BLACKROCK INC | COM | 903K | 1K | – |
| BLACKSTONE INC | COM | 648K | 5K | – |
| BLOCK INC | CL A | 228K | 4K | – |
| BROADCOM INC | COM | 2M | 1K | – |
| CALAMOS STRATEGIC TOTAL RETU | COM SH BEN INT | 2M | 97K | – |
| CANADIAN NATL RY CO | COM | 201K | 2K | – |
| CATERPILLAR INC | COM | 319K | 959 | – |
| CHEVRON CORP NEW | COM | 1M | 9K | – |
| CHUBB LIMITED | COM | 1M | 5K | – |
| CISCO SYS INC | COM | 1M | 22K | – |
| CME GROUP INC | COM | 544K | 3K | – |
| COCA COLA CO | COM | 3M | 43K | – |
| COMCAST CORP NEW | CL A | 3M | 85K | – |
| CONOCOPHILLIPS | COM | 314K | 3K | – |
| COSTCO WHSL CORP NEW | COM | 9M | 11K | – |
| CSX CORP | COM | 251K | 8K | – |
| CVS HEALTH CORP | COM | 288K | 5K | – |
| DANAHER CORPORATION | COM | 770K | 3K | – |
| DEVON ENERGY CORP NEW | COM | 4M | 83K | – |
| DIAGEO PLC | SPON ADR NEW | 3M | 24K | – |
| DIAMONDBACK ENERGY INC | COM | 457K | 2K | – |
| EATON CORP PLC | SHS | 9M | 28K | – |
| EATON VANCE TAX-MANAGED GLOB | COM | 152K | 18K | – |
| EDWARDS LIFESCIENCES CORP | COM | 3M | 32K | – |
| ELI LILLY & CO | COM | 6M | 7K | – |
| ENERGY TRANSFER L P | COM UT LTD PTN | 990K | 61K | – |
| ENTERPRISE PRODS PARTNERS L | COM | 2M | 53K | – |
| EOG RES INC | COM | 245K | 2K | – |
| EQUINIX INC | COM | 219K | 289 | – |
| EXXON MOBIL CORP | COM | 36M | 316K | – |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 287K | 17K | – |
| FIRST TRUST LRGCP GWT ALPHAD | COM SHS | 484K | 4K | – |
| FISERV INC | COM | 4M | 26K | – |
| HOME DEPOT INC | COM | 6M | 18K | – |
| HONEYWELL INTL INC | COM | 2M | 7K | – |
| ILLINOIS TOOL WKS INC | COM | 492K | 2K | – |
| INTERCONTINENTAL EXCHANGE IN | COM | 5M | 37K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 1M | 7K | – |
| INVESCO EXCH TRADED FD TR II | S&P500 HDL VOL | 233K | 5K | – |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 HY | 318K | 14K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 493K | 3K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 PUR GWT | 386K | 10K | – |
| INVESCO LTD | SHS | 162K | 11K | – |
| INVESCO QQQ TR | UNIT SER 1 | 879K | 2K | – |
| IQVIA HLDGS INC | COM | 3M | 16K | – |
| ISHARES GOLD TR | ISHARES NEW | 18M | 401K | – |
| ISHARES TR | U.S. TECH ETF | 1M | 9K | – |
| ISHARES TR | RUS 1000 GRW ETF | 3M | 7K | – |
| ISHARES TR | CORE S&P US GWT | 519K | 4K | – |
| ISHARES TR | 20 YR TR BD ETF | 336K | 4K | – |
| ISHARES TR | MSCI EAFE MIN VL | 235K | 3K | – |
| ISHARES TR | RUS 1000 ETF | 935K | 3K | – |
| ISHARES TR | RUS 1000 VAL ETF | 484K | 3K | – |
| ISHARES TR | CORE S&P SCP ETF | 217K | 2K | – |
| ISHARES TR | CORE S&P500 ETF | 52M | 94K | – |
| ISHARES TR | GL CLEAN ENE ETF | 282K | 21K | – |
| ISHARES TR | MSCI INTL QUALTY | 396K | 10K | – |
| ISHARES TR | MSCI USA MIN VOL | 11M | 136K | – |
| ISHARES TR | S&P 500 GRWT ETF | 2M | 24K | – |
| JOHNSON & JOHNSON | COM | 2M | 14K | – |
| JPMORGAN CHASE & CO. | COM | 11M | 56K | – |
| KIMBELL RTY PARTNERS LP | UNIT | 524K | 32K | – |
| KIMBERLY-CLARK CORP | COM | 247K | 2K | – |
| KLA CORP | COM NEW | 429K | 520 | – |
| LAUDER ESTEE COS INC | CL A | 2M | 14K | – |
| LIBERTY ENERGY INC | COM CL A | 309K | 15K | – |
| LOCKHEED MARTIN CORP | COM | 917K | 2K | – |
| LOWES COS INC | COM | 1M | 6K | – |
| MARATHON PETE CORP | COM | 5M | 29K | – |
| MARSH & MCLENNAN COS INC | COM | 347K | 2K | – |
| MASTERCARD INCORPORATED | CL A | 1M | 3K | – |
| MCDONALDS CORP | COM | 1M | 5K | – |
| MEDTRONIC PLC | SHS | 367K | 5K | – |
| MERCADOLIBRE INC | COM | 381K | 232 | – |
| MERCK & CO INC | COM | 7M | 54K | – |
| META PLATFORMS INC | CL A | 1M | 2K | – |
| MICROSOFT CORP | COM | 24M | 53K | – |
| MONDELEZ INTL INC | CL A | 567K | 9K | – |
| MOTOROLA SOLUTIONS INC | COM NEW | 1M | 3K | – |
| NEXTERA ENERGY INC | COM | 326K | 5K | – |
| NIKE INC | CL B | 690K | 9K | – |
| NOVARTIS AG | SPONSORED ADR | 277K | 3K | – |
| NVIDIA CORPORATION | COM | 7M | 58K | – |
| NXP SEMICONDUCTORS N V | COM | 341K | 1K | – |
| ONEOK INC NEW | COM | 375K | 5K | – |
| ORACLE CORP | COM | 403K | 3K | – |
| OREILLY AUTOMOTIVE INC | COM | 6M | 5K | – |
| PACER FDS TR | TRENDP US LAR CP | 10M | 206K | – |
| PACER FDS TR | TRENDP US MID CP | 1M | 31K | – |
| PALO ALTO NETWORKS INC | COM | 619K | 2K | – |
| PEPSICO INC | COM | 2M | 13K | – |
| PFIZER INC | COM | 1M | 39K | – |
| PNC FINL SVCS GROUP INC | COM | 356K | 2K | – |
| PROCTER AND GAMBLE CO | COM | 2M | 13K | – |
| PROPETRO HLDG CORP | COM | 87K | 10K | – |
| PUBLIC SVC ENTERPRISE GRP IN | COM | 247K | 3K | – |
| QUALCOMM INC | COM | 1M | 6K | – |
| RAYMOND JAMES FINL INC | COM | 2M | 13K | – |
| REPUBLIC SVCS INC | COM | 463K | 2K | – |
| RESERVOIR MEDIA INC | COM | 79K | 10K | – |
| RIBBON COMMUNICATIONS INC | COM | 213K | 65K | – |
| RTX CORPORATION | COM | 573K | 6K | – |
| S&P GLOBAL INC | COM | 5M | 11K | – |
| SALESFORCE INC | COM | 5M | 19K | – |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 445K | 6K | – |
| SELECT SECTOR SPDR TR | INDL | 597K | 5K | – |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 671K | 5K | – |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 292K | 4K | – |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 500K | 3K | – |
| SELECT SECTOR SPDR TR | FINANCIAL | 596K | 14K | – |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 5M | 21K | – |
| SERVICENOW INC | COM | 425K | 540 | – |
| SITIO ROYALTIES CORP | CLASS A COM | 1M | 51K | – |
| SM ENERGY CO | COM | 334K | 8K | – |
| SPDR GOLD TR | GOLD SHS | 1M | 6K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 18M | 33K | – |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 7M | 13K | – |
| SPDR SER TR | PORTFOLIO S&P500 | 241K | 4K | – |
| SPDR SER TR | S&P DIVID ETF | 4M | 32K | – |
| SPROTT ETF TRUST | GOLD MINERS ETF | 267K | 10K | – |
| STARWOOD PPTY TR INC | COM | 292K | 15K | – |
| STERIS PLC | SHS USD | 3M | 14K | – |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 550K | 3K | – |
| TESLA INC | COM | 240K | 1K | – |
| TEXAS INSTRS INC | COM | 604K | 3K | – |
| THERMO FISHER SCIENTIFIC INC | COM | 919K | 2K | – |
| TJX COS INC NEW | COM | 551K | 5K | – |
| TRANE TECHNOLOGIES PLC | SHS | 8M | 23K | – |
| UNION PAC CORP | COM | 5M | 24K | – |
| UNITED PARCEL SERVICE INC | CL B | 296K | 2K | – |
| UNITEDHEALTH GROUP INC | COM | 7M | 13K | – |
| VANECK ETF TRUST | GOLD MINERS ETF | 398K | 12K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 1M | 4K | – |
| VANGUARD INDEX FDS | VALUE ETF | 456K | 3K | – |
| VANGUARD INDEX FDS | LARGE CAP ETF | 686K | 3K | – |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 499K | 2K | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1M | 2K | – |
| VANGUARD INDEX FDS | GROWTH ETF | 754K | 2K | – |
| VANGUARD INDEX FDS | MID CAP ETF | 7M | 28K | – |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 2M | 19K | – |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 12M | 67K | – |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 5M | 109K | – |
| VANGUARD WORLD FD | HEALTH CAR ETF | 1M | 5K | – |
| VANGUARD WORLD FD | MEGA CAP INDEX | 491K | 2K | – |
| VANGUARD WORLD FD | INDUSTRIAL ETF | 440K | 2K | – |
| VANGUARD WORLD FD | INF TECH ETF | 218K | 378 | – |
| VERIZON COMMUNICATIONS INC | COM | 370K | 9K | – |
| VISA INC | COM CL A | 7M | 25K | – |
| WALMART INC | COM | 2M | 30K | – |
| WASTE MGMT INC DEL | COM | 394K | 2K | – |
| WILLIAMS COS INC | COM | 213K | 5K | – |
| ZOETIS INC | CL A | 397K | 2K | – |