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).
Total Assets Under Management58MILLION
Total Number of Accounts17ACCOUNTS
Average Account Value$3,437,066
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
Rodd Garfinkel (CRD# 5438016) is an Investment Advisor Representative working at Metta Wealth Management, LLC in Coral Gables, FL and has over 10 years of experience in the finance industry.