Michael
Meador

Transform Wealth, LLC

CRD#5882774
Investment Advisor
in Englewood, CO

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About this Advisor

Michael Meador is a financial advisor based in Englewood, Colorado, with a total of 5 years of industry experience. Meador is on the advisory team at Transform Wealth, LLC. Their career trajectory has included roles at Sanford C. Bernstein & Co., LLC, Provident Funding and Transform Wealth, LLC F.K.A. Carnick & Kubik Group, LLC. Meador has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Colorado and Texas. Transform Wealth, LLC is a company that has its headquarters in Englewood, CO. The investment advisory business has offices in four locations and a total of 26 people on staff. It administers $2 billion in assets between its 1,565 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises nine charities and foundations. Of its 1,565 customer accounts, 28% are associated with high-net-worth investors who have greater than $1 million in investable assets. The company performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules largely are based on which service is provided. Fees charged by Transform Wealth, LLC likely include some blend of asset-based, hourly, fixed, performance-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees, Others

Office Location

6400 S. Fiddlers Green Circle Suite 1600
Englewood, CO 80111

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Transform Wealth, LLC Brokerage Details

Total Assets Under Management

$2,201,893,915

CO Average: $2,349,664,866
Total Number of Employees

26

CO Average: 28
Total Number of Accounts

1,565

CO Average: 1,101
Average Account Size

$1,406,961

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Michael Meador Work History

Michael has been registered as a financial advisor for 5 years.*

2016 - Present (8 years)

Transform Wealth, LLC F.K.A. Carnick & Kubik Group, LLC

2013 - 2016 (3 years)

Sanford C. Bernstein & Co., LLC

2012 - 2013 (1 year)

Provident Funding

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Meador to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Transform Wealth, LLC

Gordan Post
Englewood, CO
Sandra Chapman
Englewood, CO
Michael Meador
Englewood, CO
Clarissa Hobson
Englewood, CO
William Van Keulen
Englewood, CO
Nathan Kubik
Englewood, CO
Craig Carnick
Englewood, CO
David Kubik
Englewood, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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