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BC

Brycen N. Coward

MERIDIAN WEALTH MANAGEMENT
Boulder, CO
Some features on this profile are disabled
CRD#: 7434204
BC

Professional summary

Brycen Noel Coward, CFP®, who also goes by Bryce Coward, is a registered financial advisor currently at MERIDIAN WEALTH MANAGEMENT, LLC located in Boulder, Colorado.

Brycen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Brycen has worked at 3 firms .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bryce Coward

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brycen Noel Coward's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2020

Experience

Current

June 28, 2024 - Present

MERIDIAN WEALTH MANAGEMENT, LLC

RIA
CRD#: 151523
Boulder, CO
Past

February 4, 2022 - August 28, 2024

LIDO

RIA
CRD#: 269866
Boulder, CO
Past

November 22, 2021 - April 10, 2024

KNOWLEDGE LEADERS CAPITAL, LLC

RIA
CRD#: 144482
DENVER, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MERIDIAN WEALTH MANAGEMENT, LLC
MERIDIAN WEALTH MANAGEMENT, LLC | VARSITY WEALTH

CRD#: 151523 / SEC#: 801-70676

RIA
Registered Investment Advisory firm - (10/14/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arizona
(10/9/2024)
IAR
Colorado
(6/28/2024)
IAR
Georgia
(9/20/2024)
IAR
North Carolina
(6/28/2024)

Exams

Current Firm

MW
MERIDIAN WEALTH MANAGEMENT, LLC
MERIDIAN WEALTH MANAGEMENT, LLC | VARSITY WEALTH

CRD#: 151523 / SEC#: 801-70676

RIA
Registered Investment Advisory firm - (10/14/2009 Approved)
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Contact information

Main Address
100 W Main Street Suite 450, Lexington, KY 40507
Mailing Address
Phone number
(859) 543-4516
Established
Firm type
Fiscal year end
# of Employees
64

SEC notice filing (47 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MERIDIAN WEALTH MANAGEMENT FORM ADV PART 2A 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts8,802
AUM (Assets Under Management)$ 3,885,527,411

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MERIDIAN WEALTH MANAGEMENT, LLC

CRD#: 151523Boulder, CO

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