Lynne Witmer
Lynne Witmer is a registered investment advisor at Meridian Wealth Management, LLC, based in Upland, CA, with 15 years of industry experience. Lynne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 3,961 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Meridian Wealth Management charges an annual fee based on a percentage of the value of your investments. The fee ranges from 0.0% to 2.0%. The exact fee is negotiable and depends on the complexity of the account, the level of service, and other factors. Fees are calculated and billed either monthly or quarterly, either in advance or in arrears. Meridian may waive or offset fees related to cash balance accounts.
Location
400 N Mountain Avenue, Suite 202, Upland, CA, 91786
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lynne is an insurance producer for Meridian Insurance LLC since May 2022, selling life insurance and annuities. This takes about 10-20% of her time.
Employment History
Current Registrations
Meridian Wealth Management, LLC
Previous Registrations
Anderson Wealth Management, LLC
Southport Capital
Integrated Asset Management, LLC
PNC Investments
PNC Investments
Hilliard Lyons Asset Management
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.