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MERIDIAN WEALTH MANAGEMENT, LLC

Company Details

Name: MERIDIAN WEALTH MANAGEMENT, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 04 Sep 2009 (16 years ago)
Organization Date: 04 Sep 2009 (16 years ago)
Last Annual Report: 24 Mar 2024 (a year ago)
Managed By: Managers
Organization Number: 0741665
Industry: Security & Commodity Brokers, Dealers, Exchanges & Services
Number of Employees: Medium (20-99)
ZIP code: 40507
City: Lexington
Primary County: Fayette County
Principal Office: 100 WEST MAIN STREET SUITE 450, LEXINGTON, KY 40507
Place of Formation: KENTUCKY

Registered Agent

Name Role
GREG COUCH Registered Agent

Manager

Name Role
GREG COUCH Manager
TIM COUCH Manager
BARRY COOPER Manager
iVisionary Diversified Solutions, LLC Manager

Organizer

Name Role
G. BRIAN WELLS Organizer

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001697300
Phone:
(859) 543-4516

Latest Filings

Form type:
13F-HR
File number:
028-17734
Filing date:
2025-02-06
File:
Form type:
13F-HR
File number:
028-17734
Filing date:
2024-11-12
File:
Form type:
N-PX
File number:
028-17734
Filing date:
2024-11-05
File:
Form type:
13F-HR
File number:
028-17734
Filing date:
2024-08-08
File:
Form type:
13F-HR
File number:
028-17734
Filing date:
2024-04-25
File:

Form 5500 Series

Employer Identification Number (EIN):
270846572
Plan Year:
2023
Number Of Participants:
11
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
11
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
12
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
8
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
8
Sponsors Telephone Number:

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 874456 Agent - Life Active 2023-07-14 - - 2027-03-31 -
Department of Insurance DOI ID 874456 Agent - Health Active 2023-07-13 - - 2027-03-31 -

Filings

Name File Date
Principal Office Address Change 2024-09-16
Annual Report 2024-03-24
Annual Report 2023-04-19
Annual Report 2023-04-19
Annual Report 2023-04-19

USAspending Awards / Financial Assistance

Date:
2020-04-19
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
10000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00
Date:
2020-04-07
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
72500.00
Total Face Value Of Loan:
72500.00

Trademarks

Serial Number:
97829246
Mark:
WEALTH WELL MANAGED, LIFE WELL LIVED
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2023-03-08
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
WEALTH WELL MANAGED, LIFE WELL LIVED

Goods And Services

For:
Financial services, namely, wealth management services
First Use:
2024-08-06
International Classes:
036 - Primary Class
Class Status:
ACTIVE

Paycheck Protection Program

Date Approved:
2020-04-07
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
72500
Current Approval Amount:
72500
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
73177.33

Sources: Kentucky Secretary of State