Mesa Wealth Management
Mesa Wealth Management (CRD# 285861) is a financial advisory firm headquartered in Camarillo, CA. They manage $17,856,981 in 116 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management18MILLION
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Total Number of Accounts116ACCOUNTS
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Average Account Value$153,939
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TN, TX
Financial Advisors at Mesa Wealth Management
1
Sandy Mesa (CRD# 2383349) is an Investment Advisor Representative working at Mesa Wealth Management in Camarillo, CA and has over 30 years of experience in the finance industry.
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