Metta Wealth Management, LLC

Metta Wealth Management, LLC (CRD# 143572) is a financial advisory firm headquartered in Coral Gables, FL. They manage $58,430,128 in 17 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $3,437,066
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, PR

Financial Advisors at Metta Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Rodd S. Garfinkel
CRD#: 5438016
1600 Ponce De Leon Boulevard, 10th Floor, Coral Gables, FL 33134
81
Wealthminder
score

Rodd Garfinkel (CRD# 5438016) is an Investment Advisor Representative working at Metta Wealth Management, LLC in Coral Gables, FL and has over 9 years of experience in the finance industry.

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