Meridian Wealth Advisors is an SEC-registered, fee-only investment advisory firm based in San Francisco, CA, operating since December 2006. Over 19.3 years of continuous operation, the firm has served 620+ households and manages $142M in assets under management with a 96.2% client retention rate across 7 advisors. All operating metrics on this record are independently verified from authenticated Orion, Wealthbox, and QuickBooks data.