MERIDIAN WEALTH MANAGEMENT LLC
CRD #161144 SEC #801-76586 BOULDER, CO 720-274-1656 X101
SEC Registered
Total AUM
$514.5M
Discretionary
$514.5M
Employees
7
Clients
0
Accounts
810
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2022 | $514.5M | $514.5M | $0 | 7 | 1 |
| Mar 2022 | $514.5M | $514.5M | $0 | 7 | 1 |
| Mar 2021 | $402.7M | $402.7M | $0 | 7 | 1 |
| May 2020 | $336.9M | $336.9M | $0 | 7 | 1 |
| Mar 2020 | $336.9M | $336.9M | $0 | 7 | 1 |
| Mar 2019 | $262.1M | $262.1M | $0 | 5 | 1 |
| Mar 2018 | $277.1M | $277.1M | $0 | 5 | 0 |
| Dec 2017 | $229.8M | $229.8M | $0 | 7 | 0 |
| Mar 2017 | $229.8M | $229.8M | $0 | 7 | 430 |
| Jun 2016 | $191.7M | $191.7M | $0 | 7 | 575 |
| Mar 2016 | $191.7M | $191.7M | $0 | 7 | 575 |
| Mar 2016 | $191.7M | $191.7M | $0 | 7 | 575 |
| Mar 2015 | $210.3M | $210.3M | $0 | 7 | 568 |
| Mar 2014 | $182.5M | $182.5M | $0 | 7 | 390 |
| Jan 2014 | $147M | $147M | $0 | 8 | 300 |
| May 2013 | $147M | $147M | $0 | 8 | 300 |
| Mar 2013 | $147M | $147M | $0 | 8 | 300 |
| Aug 2012 | $105M | $105M | $0 | -- | 300 |
| Aug 2012 | $105M | $105M | $0 | -- | 0 |
DateOct 2022
Total AUM$514.5M
Discretionary$514.5M
Non-Disc.$0
Employees7
Clients1
DateMar 2022
Total AUM$514.5M
Discretionary$514.5M
Non-Disc.$0
Employees7
Clients1
DateMar 2021
Total AUM$402.7M
Discretionary$402.7M
Non-Disc.$0
Employees7
Clients1
DateMay 2020
Total AUM$336.9M
Discretionary$336.9M
Non-Disc.$0
Employees7
Clients1
DateMar 2020
Total AUM$336.9M
Discretionary$336.9M
Non-Disc.$0
Employees7
Clients1
DateMar 2019
Total AUM$262.1M
Discretionary$262.1M
Non-Disc.$0
Employees5
Clients1
DateMar 2018
Total AUM$277.1M
Discretionary$277.1M
Non-Disc.$0
Employees5
Clients0
DateDec 2017
Total AUM$229.8M
Discretionary$229.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2017
Total AUM$229.8M
Discretionary$229.8M
Non-Disc.$0
Employees7
Clients430
DateJun 2016
Total AUM$191.7M
Discretionary$191.7M
Non-Disc.$0
Employees7
Clients575
DateMar 2016
Total AUM$191.7M
Discretionary$191.7M
Non-Disc.$0
Employees7
Clients575
DateMar 2016
Total AUM$191.7M
Discretionary$191.7M
Non-Disc.$0
Employees7
Clients575
DateMar 2015
Total AUM$210.3M
Discretionary$210.3M
Non-Disc.$0
Employees7
Clients568
DateMar 2014
Total AUM$182.5M
Discretionary$182.5M
Non-Disc.$0
Employees7
Clients390
DateJan 2014
Total AUM$147M
Discretionary$147M
Non-Disc.$0
Employees8
Clients300
DateMay 2013
Total AUM$147M
Discretionary$147M
Non-Disc.$0
Employees8
Clients300
DateMar 2013
Total AUM$147M
Discretionary$147M
Non-Disc.$0
Employees8
Clients300
DateAug 2012
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees--
Clients300
DateAug 2012
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees--
Clients0