Best-in-State · rank 9 · Tucson, Arizona · listed firm: Meridian Wealth Management
Identity & firm
- Firm — Meridian Wealth Management (high)
- “Meridian Wealth Management” — firm_official
- Parent company — independent (high)
- “Independent RIA with minority stake investment from Merchant Investment Management (as of Q2 2025)” — professional_press
- Firm type — independent_ria (high)
- “Firm Type: Registered Investment Adviser (RIA)” — sec_finra_regulatory
- Team name — Meridian Wealth Management West (Tucson Office) (high)
- “Partner & President of Meridian Wealth Management West” — firm_official
- Team size — 11 (high)
- “Tucson Office Team: Includes 11+ advisors (Natalie Fernandez, Jake Blumenthal, Megan Grotkier, Shawn A. Best, Bruce Ward, Sergio V. Ortiz, Roxy Borquez, Bryce Coward, Valerie Farris, David Furmanski, Kelly Tesi)” — firm_official
- CRD — 151523 (high)
- “CRD Number: 151523” — sec_finra_regulatory
- Years experience — 27 (high)
- “Years of Experience: 27 years in financial services industry” — firm_official
- Designations — Series 7, Series 24, Series 63, Series 65, Series 6, SIE (high)
- “Series 24: General Securities Principal Examination; Series 7: General Securities Representative Examination; Series 6: Investment Company Products/Variable Contracts Representative Examination; Series 65: Uniform Invest” — sec_finra_regulatory
Book of business
- Team AUM ($M) — 1800 (high)
- “Team Assets (Custodied): $1.8B” — forbes_shook
- Account minimum ($M) — 0 (high)
- “Minimum account size for new business: $0” — forbes_shook
- Typical client net worth ($M) — 10 (high)
- “Typical Net Worth of Relationships: $2-20M” — forbes_shook
- Client niche — generalist (medium)
- “Holistic approach with a very customized and personal planning process to ensure each client's needs are considered and included in their plan” — firm_official
- Custodians — Schwab, Fidelity, E*TRADE (medium)
- “Discretionary and non-discretionary portfolio management using tailored investment strategies” — firm_official
- Fee model — aum_fee (medium)
- “Discretionary portfolio management services” — firm_official
Positioning & marketing
- Website url — https://meridianwealthllc.com/natalie-fernandez/ (high)
- “Natalie's Profile Page” — firm_official
- Value proposition (verbatim) — Holistic approach with a very customized and personal planning process to ensure each client's needs are considered and included in their plan (high)
- “Holistic approach with a very customized and personal planning process to ensure each client's needs are considered and included in their plan” — firm_official
- Differentiators — Proprietary CIP (Meridian's Client Investment Process) emphasizing diversification, discipline and simplicity, 7-Step customized planning process: Portfolio and Risk Analysis, Tax Consideration, Retirement Planning, Insurance, Estate Planning, 27 years of financial services industry experience, Tailored investment strategies across equities, ETFs, mutual funds, fixed income, alternatives (high)
- “Proprietary Process: Uses the CIP (a proprietary program) emphasizing 'diversification, discipline and simplicity' in wealth management with a 7-Step Process covering Portfolio and Risk Analysis, Tax Consideration, Retir” — firm_official
- Content marketing — occasional (medium)
- “12-year tenure as co-host of a financial news radio program in Tucson” — firm_official
- Has podcast — no (medium)
- “No dedicated podcast found in search results” — firm_official
- Books published — 0 (low)
- “No books authored found in available sources” — firm_official
- Linkedin url — gap: not_found_after_search
- Social presence — instagram (high)
- “The firm maintains logo assets on social media platforms (Instagram: @meridianwealthllc)” — firm_official
- Press awards — 2026 Forbes Best-In-State Wealth Advisors #9, 2026 Forbes Top Women Wealth Advisors Best-In-State, BizTucson 40 Under 40, BizTucson 22 Rising Stars to Watch, BizTucson Tucson's Next Generation of Leaders (high)
- “2026 Forbes Best-In-State Wealth Advisors List: Ranked #9; 2026 Forbes Top Women Wealth Advisors Best-In-State List: Included” — forbes_shook
- “BizTucson Awards: 40 Under 40 Award; 22 Rising Stars to Watch; Tucson's Next Generation of Leaders; Women Leading the Region” — professional_press
Visual brand
- Has distinct logo — yes (high)
- “Meridian Wealth Management maintains distinct branding separate from parent company” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Professional wealth management branding with emphasis on Tucson regional presence (medium)
- “Firm maintains distinct branding on website and social media platforms” — firm_official