Meritage Wealth Management

Overview

Meritage Wealth Management is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee schedule includes percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm reports that it acts as a capital allocator rather than exclusively managing in-house strategies. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives