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MERIDIAN WEALTH MANAGEMENT LLC
MERIDIAN WEALTH MANAGEMENT LLC
BOULDER, Colorado
·
5 registered advisors
·
CRD# 161144
SEC# 801-76586
1
720-274-1656 X101
01
Firm Overview
AUM
$514M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at MERIDIAN WEALTH MANAGEMENT LLC
5 registered advisors
Cain Benjamin Kobert
BOULDER, Colorado
CFP
CRD# 2673742
David Burke Hansen
BOULDER, Colorado
CRD# 1237825
Richard Eric Weintraub
BOULDER, Colorado
CFP
CRD# 3073220
Richard Nelson Mower
BOULDER, Colorado
CFP
CRD# 2764155
Tanya Rebekah Mathews
BOULDER, Colorado
CRD# 2551293
05
Office Locations
BOULDER, Colorado
5 advisors
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Data sourced from SEC Form ADV filings. MERIDIAN WEALTH MANAGEMENT LLC (CRD# 161144) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.