Prime Meridian Capital Management, LLC

Prime Meridian Capital Management, LLC (CRD# 166003) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $488,587,327 in 5 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    489
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $97,717,465
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
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, TX

Financial Advisors at Prime Meridian Capital Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Peter W. Lowden
CRD#: 2458080
2121 N. California Blvd., Suite 830, Walnut Creek, CA 94596
96
Wealthminder
score

Peter Lowden (CRD# 2458080) is an Investment Advisor Representative working at Prime Meridian Capital Management, LLC in Walnut Creek, CA and has over 24 years of experience in the finance industry.

2
Matthew J. Levine
CRD#: 5097216
2121 N. California Blvd., Suite 830, Walnut Creek, CA 94596
93
Wealthminder
score

Matthew Levine (CRD# 5097216) is an Investment Advisor Representative working at Prime Meridian Capital Management, LLC in Walnut Creek, CA and has over 11 years of experience in the finance industry.

3
Donald D. Davis
CRD#: 6138476
2121 N. California Blvd., Suite 830, Walnut Creek, CA 94596
87
Wealthminder
score

Donald Davis (CRD# 6138476) is an Investment Advisor Representative working at Prime Meridian Capital Management, LLC in Walnut Creek, CA and has 1 year of experience in the finance industry.

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