Gregory Wayne Couch
Financial advisor at Meridian Wealth Management, LLC · Lexington, KY
Last updated 2026-10-10
Claim your profileGregory Wayne Couch is a financial advisor at Meridian Wealth Management, LLC in Lexington, KY, CRD 4910345. Licenses and exams on the registration: Series 66. IAPD registration began 2005-04-28.
Registration
- CRD number
- 4910345
- Registration status
- Active
- IAPD registration
- 2005-04-28
- Industry Experience
- 21 years
- Work Experience
- 17 years
- States registered
- CA, FL, KY
Licenses and exams
- Series 66
Work history
- 2009-08 to Present · Meridian Wealth Management, LLC · Lexington, KY
Current employment
- Meridian Wealth Management, LLC · Lexington, KY
Meridian Wealth Management, LLC
- Regulatory AUM
- $4,983,377,516
- Registered advisors
- 58
- Offices
- 26
- Clients per advisor
- 95.4 (Moderate)
- Average AUM per client
- $900.7K (Low)
- High-net-worth client ratio
- 18.5% (Moderate)
Meridian Wealth Management, LLC: advisors, services and reported ETF investments
About
Gregory Wayne Couch is a financial advisor at Meridian Wealth Management, LLC in Lexington, KY. Reported securities licenses include Series 66. The latest record indicates 21 years of industry experience and 17 years of reported work history.
Meridian Wealth Management, LLC's firm-level Form ADV reports 58 advisors across 26 offices; approximately 95.4 clients per advisor, average assets per client of $900,665, and regulatory AUM of $5B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $1.4B across 364 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Gregory Wayne Couch personally.
Reported ETF positions
Meridian Wealth Management reports 364 ETF positions worth $1.4B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| QQQ — Invesco QQQ Trust, Series 1 | $125.2M |
| SPY — SPDR S&P 500 ETF TRUST | $76.4M |
| VUG — Vanguard Morningstar Growth ETF | $35.2M |
| SPMO — Invesco S&P 500 Momentum ETF | $34.5M |
| IVV — iShares Core S&P 500 ETF | $33.7M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Meridian Wealth Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $3.1M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | CGDV — Capital Group Dividend Value ETF | $3.1M | Top 99.7% | Addressable AUM $8.7T · Peer conviction 86.4% |
| Residual Alpha | CGMU — Capital Group Municipal Income ETF | $1M | Top 99.8% | Residual alpha +0.94% · Residual Sharpe 0.22 |
| Diversification Benefits | DRAM — Roundhill Memory ETF | $4.8M | Top 98.6% | Replicability (R²) 43.0% · Residual Sharpe 0.27 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Meridian Wealth Management, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Insurance Company or Agency
Location
100 W Main Street, Lexington, KY 40507
57 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 859-543-4516
- Website: meridianwealthllc.com
Official record
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