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Building 2MERIDIAN WEALTH MANAGEMENT LLC

Map pinBOULDER, CO
Phone720-274-1656 X101
NotebookSEC #801-76586
Total AUM
$514.5M
Employees
7
Clients
531

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4430 ARAPAHOE AVE
SUITE 210
BOULDER
CO 80303
United States
Operating Hours
7:30-4:00
Monday - Friday
Phone
720-274-1656 X101
Other Offices
1

ReceiptFinancials

Total AUM
$514.5M
Accounts
810
Discretionary
$514.5M
Accounts
810
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
249
AUM
$82.7M
HNW Individual Clients
275
AUM
$403.6M
Pension/Profit Sharing Plan Clients
5
AUM
$10M
Charitable Organization Clients
1
AUM
$16.3M
Corporation or Business Clients
1
AUM
$1.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLKSLANETXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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