Meritage Wealth Management
Meritage Wealth Management (CRD# 311884) is a financial advisory firm headquartered in Carlsbad, CA. They manage $34,647,275 in 103 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Meritage Wealth Management
By the Numbers
-
Total Assets Under Management35MILLION
-
Total Number of Accounts103ACCOUNTS
-
Average Account Value$336,381
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Meritage Wealth Management
1
Laryssa Freeman (CRD# 3267539) is an Investment Advisor Representative working at Meritage Wealth Management in Carlsbad, CA and has over 24 years of experience in the finance industry.
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