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BC
CFA
BC
CFA

Brycen Coward

Meridian Wealth Management, LLC
4 Years of Experience
Boulder, CO
1 Disclosure
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Brycen Coward is a CFA-designated registered investment advisor at Meridian Wealth Management, LLC, based in Boulder, CO, with 4 years of industry experience. Brycen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 5,533 clients with $5B in assets under management.

Meridian Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
58 advisors
Number of Clients
5,533 clients
Average Client Portfolio
$901K average
Assets Under Management
$5.0B

Fee Structure

Minimum Investment:None
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees range from 0.0% to 2.0% annually and are negotiable based on account complexity and the level of service provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Boulder, CO

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
August 2024
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Meridian Wealth Management, LLC
June 2024 - Present · 2 yrs 4 mos
Previous Registrations
Lido
February 2022 - August 2024 · 2 yrs 6 mos
Knowledge Leaders Capital, LLC
November 2021 - April 2024 · 2 yrs 5 mos
State Registrations4 states
AZCOGANC
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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