Unclaimed Profile

Tanya Rebekah Mathews

MERIDIAN WEALTH MANAGEMENT LLC·BOULDER, Colorado

SIE, Series 6, Series 7, Series 24, Series 63, Series 6527 years registeredMERIDIAN WEALTH MANAGEMENT LLC

4430 ARAPAHOE AVE, BOULDER, CO 80303CRD# 2551293Firm CRD# 161144

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tanya Rebekah Mathews · BOULDER, CO

Registration

CRD #2551293 · MERIDIAN WEALTH MANAGEMENT LLC · 27 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Feb 2023 – present

LPL FINANCIAL LLC

Nov 2005 – present

MERIDIAN WEALTH MANAGEMENT LLC

Jun 2012 – Mar 2023

BOULDER, CO

WELLS FARGO INVESTMENTS, LLC

Jan 1999 – Nov 2005

BOULDER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 1, 1999

Years registered · 27

Disclosure History

2002Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

MERIDIAN WEALTH MANAGEMENT LLC

CRD 161144 · SEC 801-76586

AUM

$514M

Regulatory assets under management

Employees

810 client accounts

Services offered by MERIDIAN WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MERIDIAN WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Tanya Rebekah Mathews offer?

Tanya Rebekah Mathews specializes in Financial Planning, Investment Management. Contact their office in BOULDER, Colorado for a consultation.

What are Tanya Rebekah Mathews's credentials?

Tanya Rebekah Mathews is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tanya Rebekah Mathews located?

Tanya Rebekah Mathews is based in BOULDER, Colorado, working with MERIDIAN WEALTH MANAGEMENT LLC. Their office serves clients in the BOULDER metropolitan area and surrounding communities.

How does Tanya Rebekah Mathews charge for services?

Tanya Rebekah Mathews's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MERIDIAN WEALTH MANAGEMENT LLC?

MERIDIAN WEALTH MANAGEMENT LLC has approximately 7 employees and manages $514M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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