Meritage Wealth Advisory, LLC
Meritage Wealth Advisory, LLC (CRD# 147969) is a financial advisory firm headquartered in Santa Rosa, CA. They manage $38,755,777 in 86 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management39MILLION
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Total Number of Accounts86ACCOUNTS
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Average Account Value$450,649
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Meritage Wealth Advisory, LLC
1
Kenneth Perine (CRD# 5579142) is an Investment Advisor Representative working at Meritage Wealth Advisory, LLC in Santa Rosa, CA and has over 15 years of experience in the finance industry.
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