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Robert Jerome Bouhl

Investment adviser representative at Meridian Wealth Management, LLC
14 yearsExperience
1 stateRegistered in
$5BFirm assets
16 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

14 years in the industry.

  1. Meridian Wealth Management, LLCJan 2017 to now
  2. Sterling Financial Group, Ltd.Apr 2012 to Jan 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1993
  • Series 65 · Uniform Investment Adviser Law2012

State registrations

Registered as an investment adviser representative in 1 state (KY).

Meridian Wealth Management, LLC

$5BAssets managed
5,533Clients
58Advisers
16 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2379586
Firm CRD
151523
Advisor's SEC record (opens in a new tab)
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