Meritage Wealth Advisory, LLC

Meritage Wealth Advisory, LLC (CRD# 147969) is a financial advisory firm headquartered in Santa Rosa, CA. They manage $32,209,916 in 79 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    79
    ACCOUNTS
  • Average Account Value
    $407,720
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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Meritage Wealth Advisory, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kenneth F. Perine
CRD#: 5579142
Santa Rosa, CA

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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