MERITAGE WEALTH MANAGEMENT
Firm details
- Headquarters
- CARLSBAD, California
- CRD number
- 311884
- Website
- www.meritagewm.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.88%
- Individuals12.12%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Meritage Wealth Management is an independent, owner-operated registered investment adviser organized as an LLC that serves individuals and families. The firm offers financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers. Its billing options include a percentage-of-assets fee as well as hourly and fixed-fee arrangements. Meritage identifies itself as a capital allocator and is not flagged as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Exchange Traded Equities3%
- State & Local Bonds3%
- Cash & Cash Equivalents2%
Contacts
1 of 1LARYSSA FREEMAN
Founder and Financial PlannerCRD 3267539
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CARLSBAD, CA
SAN DIEGO
Location
CARLSBAD, CA
Headquartered in CARLSBAD, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 5857 Owens Ave
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
ANCHOR BAY PRIVATE WEALTH LLC
RIACARLSBAD, CA
WEALTHBUILDERS, LLC
RIACARLSBAD, CA
CENTERED FINANCIAL
RIACARLSBAD, CA
10 STAR ASSET MANAGEMENT
RIACARLSBAD, CA
DBA SEASIDE FINANCIAL & INSURANCE SERVICES
RIACARLSBAD, CA
COTTINGHAM MANAGEMENT COMPANY, LLC
RIACARLSBAD, CA