Richard
Mower

Meridian Wealth Management LLC

CRD#2764155
Investment Advisor
in Denver, CO
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About this Advisor

Richard Mower is a certified financial planner based in Denver, Colorado. Currently a registered financial advisor with Meridian Wealth Management LLC, they have accumulated 13 years of professional experience in the financial advisory industry. Mower holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Mower can work with investors in Colorado and Texas. Their career trajectory has included roles at Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.) and Meridian Wealth Management LLC. Meridian Wealth Management LLC is based out of Denver, Colorado. In aggregate, Meridian Wealth Management LLC manages $277 million in assets across 638 client accounts and retains five staff members. The amount of assets the firm manages places it among the mid-sized firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 46% of the investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Meridian Wealth Management LLC provides financial planning services and portfolio management for individuals and small businesses. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Disclosures

Yes

Office Location

999 Eighteenth St Suite 3000 S. Tower
Denver, CO 80202

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Meridian Wealth Management LLC Brokerage Details

Total Assets Under Management

$277,149,797

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

5

CO Average: 28
Total Number of Accounts

638

CO Average: 1,101
Average Account Size

$434,404

CO Average: $2,134,119

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Richard Mower Work History

Richard has 13 years of experience.

2012 - Present (7 years)

Meridian Wealth Management LLC

2005 - Present (14 years)

Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.)

Disclosures

Richard Mower has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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