Meridian Wealth Management LLC

Meridian Wealth Management LLC (CRD# 161144) is a financial advisory firm headquartered in Boulder, CO. They manage $402,687,971 in 762 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    403
    MILLION
  • Total Number of Accounts
    762
    ACCOUNTS
  • Average Account Value
    $528,462
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, KS, LA, NE, TX, WA

Financial Advisors at Meridian Wealth Management LLC
Showing 1 - 6 of 6 top financial advisors.
1
Richard E. Weintraub
CRD#: 3073220
4430 Arapahoe Ave, Suite 210, Boulder, CO 80303

Richard Weintraub (CRD# 3073220) is an Investment Advisor Representative working at Meridian Wealth Management LLC in Boulder, CO and has over 23 years of experience in the finance industry. Richard Weintraub has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Gerhardt E. Buenning
CRD#: 1003315
14143 Denver West Parkway, Suite 510, Golden, CO 80401

Gerhardt Buenning (CRD# 1003315) is an Investment Advisor Representative working at Meridian Wealth Management LLC in Golden, CO and has over 24 years of experience in the finance industry.

3
David B. Hansen
CRD#: 1237825
4430 Arapahoe Ave, Suite 210, Boulder, CO 80303

David Hansen (CRD# 1237825) is an Investment Advisor Representative working at Meridian Wealth Management LLC in Boulder, CO and has over 37 years of experience in the finance industry.

4
Tanya R. Mathews
CRD#: 2551293
4430 Arapahoe Ave, Suite 210, Boulder, CO 80303

Tanya Mathews (CRD# 2551293) is an Investment Advisor Representative working at Meridian Wealth Management LLC in Boulder, CO and has over 26 years of experience in the finance industry. Tanya Mathews has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Richard N. Mower
CRD#: 2764155
4430 Arapahoe Ave, Suite 210, Boulder, CO 80303

Richard Mower (CRD# 2764155) is an Investment Advisor Representative working at Meridian Wealth Management LLC in Boulder, CO and has over 25 years of experience in the finance industry. Richard Mower has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Warren E. Prentice
CRD#: 6369167
440 Indiana St., Golden, CO 80401

Warren Prentice (CRD# 6369167) is an Investment Advisor Representative working at Meridian Wealth Management LLC in Golden, CO and has over 6 years of experience in the finance industry.

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