# Meridian Wealth Management

Meridian Wealth Management is a Bank / Wealth / Trust based in Gig Harbor, Australia.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Gig Harbor, Australia
- **Region:** Oceania
- **Address:** Gladstone, QLD, Australia
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** meridianwealthllc.com
- **LinkedIn:** https://www.linkedin.com/company/meridian-wealth-mgmt

## Regulatory record

- **CRD number:** 285853
- **SEC file number:** 801-135297
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/285853

## About

Meridian Wealth Management launched in 2004 in Gladstone, Queensland, embedding itself within a resource-rich region that produces a steady stream of high-income professionals. The firm advises a deliberately curated client base: executives, sportspeople, expatriate Australians, families, high-net-worth individuals, investors, and small businesses. Rather than chase national scale, Meridian appears structured to offer a metropolitan-caliber planning experience from a regional base. The firm's service architecture spans financial planning, investment management, superannuation advisory, retirement planning, and insurance services — a full-stack wealth management offering typical of larger city-based practices. By bundling these under one roof, Meridian positions itself as a single point of accountability for clients whose financial lives span multiple jurisdictions, asset classes, or life stages. Publicly available detail on the firm's scale, assets under advice, and team composition remains limited, reflecting the opacity common among privately held Australian advisory practices. What can be observed is structural longevity: approaching two decades of operation through multiple commodity cycles, financial crises, and regulatory overhauls of the Australian financial advice industry, which has seen substantial consolidation post-Royal Commission. As an Australian financial services licensee or authorized representative, Meridian operates inside one of the world's most tightly regulated advice regimes — a structural differentiator for clients evaluating the durability of their advisory relationship against a backdrop of industry reform. The firm's continuity since 2004, through an era that forced many regional practices to sell or close, itself constitutes a de facto governance test.

## Sectors

- Financial Services

## Questions

### Is Meridian Wealth Management tied to a larger financial institution?

The firm's independent branding and Gladstone headquarters indicate a privately held or founder-owned structure rather than a branded division of a major bank or insurer. This contrasts with the institutionally owned advice networks that dominate the Australian market.

### What services does Meridian offer beyond investment management?

The firm provides a full suite of wealth management services: financial planning, investment portfolio construction, superannuation advice, retirement income strategies, and insurance services. This breadth positions it as a comprehensive planning practice rather than a narrow investment manager.

### How does Meridian navigate the regulatory environment for Australian financial advice?

Operating within Australia's stringent financial services licensing framework, the firm must comply with obligations around best-interest duty, fee disclosure, and ongoing service requirements that were significantly strengthened following the 2018 Royal Commission into banking and financial services misconduct.

## Related profiles

- [Meridian Wealth Advisors](https://altss.com/profile/meridian-wealth-advisors)
- [Meridian Wealth Partners](https://altss.com/profile/meridian-wealth-partners)

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Last updated: 2026-08-11T02:43:31.692Z

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