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
266 Mobil Avenue, Suite 218, Camarillo, CA 93010
http://www.mesawealth.com
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    116
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, TN, TX

Financial Advisors at Mesa Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Sandy Mesa, financial advisor Camarillo CA
Sandy R. Mesa
CRD#: 2383349
266 Mobil Avenue, Suite 218, Camarillo, CA 93010

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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