Meridian Wealth Management LLC

Meridian Wealth Management LLC (CRD# 161144) is a financial advisory firm headquartered in Boulder, CO. They manage $191,653,668 in 575 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    192
    MILLION
  • Total Number of Accounts
    575
    ACCOUNTS
  • Average Account Value
    $333,311
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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.

CA, CO, TX

Financial Advisors at Meridian Wealth Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
Richard E. Weintraub
CRD#: 3073220
4430 Arapahoe Ave, Suite 210, Boulder, CO 80303
96
Wealthminder
score

Richard Weintraub (CRD# 3073220) is an Investment Advisor Representative working at Meridian Wealth Management LLC in Boulder, CO and has over 18 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
David B. Hansen
CRD#: 1237825
4430 Arapahoe Ave, Suite 210, Boulder, CO 80303
93
Wealthminder
score

David Hansen (CRD# 1237825) is an Investment Advisor Representative working at Meridian Wealth Management LLC in Boulder, CO and has over 32 years of experience in the finance industry.

3
Tanya R. Mathews
CRD#: 2551293
4430 Arapahoe Ave, Suite 210, Boulder, CO 80303
86
Wealthminder
score

Tanya Mathews (CRD# 2551293) is an Investment Advisor Representative working at Meridian Wealth Management LLC in Boulder, CO and has over 21 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.

4
Richard N. Mower
CRD#: 2764155
999 Eighteenth St, Suite 3000 S. Tower, Denver, CO 80202
86
Wealthminder
score

Richard Mower (CRD# 2764155) is an Investment Advisor Representative working at Meridian Wealth Management LLC in Denver, CO and has over 20 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.

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