Metta Wealth Management, LLC

Metta Wealth Management, LLC (CRD# 143572) is a financial advisory firm headquartered in Coral Gables, FL. They manage $48,732,541 in 15 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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.


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

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.