$66.4M Total AUM
$66.4M Disc. AUM
-- 3Y CAGR
1 Employees
43 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Unison bridgeVital radial +more
- Established Date
- 07-07-1997
- Office Locations
- 1
Office Locations
-- Fort Collins CO
About Living Room Wealth Management
Living Room Wealth Management is a Colorado-based, virtual RIA led by fiduciary Matt Bierwirth. The firm specializes in financial planning and portfolio construction for equity-compensated professionals—RSUs, ISOs, NSOs and pre-IPO transitions—integrating concentrated company stock with a broader diversified strategy, tax planning, and cash-flow planning for major career and life changes. Custody at Charles Schwab.
Team overview
36 AVG AGE
$66.4M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
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Asset Classes
Capital matrix Meridian
CRM
Radial
Custodian
Ember Matrix
Investment Themes
Vertex wave Eagle Wave insight Signal bridge
Investment Vehicles
Pioneer Timber vital
Platform
Pathway
Services
Radial Legacy Unison Signal eagle Oak Vector catalyst Unison Fusion alpha Radial
Technology
Glacier catalyst Oak horizon Eagle Capital Zenith Glacier vector Peak
Owner & Executives
MATTHEW BRODERICK BIERWIRTH
Chief Compliance Officer, President
- CRD
- #5581949
- Ownership
- 75% or more
(459) 814-4771
meridian.vector@horizoncapital.com
in linkedin.com/in/focus-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,409,325 | -- |
| Non-Discretionary | $0 | -- |
| Total | $66,409,325 | -- |
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Separately Managed Accounts
Total SMA Asset: $66,409,325
Public Funds:
32.1% Equity - Exchange:
40.4% Cash:
27.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,754,742,784 | 32.1% |
| Equity - Exchange | $2,208,461,323 | 40.4% |
| Cash | $1,503,284,316 | 27.5% |
| Total | $5,466,488,423 | 100.0% |