Be advised. This firm is no longer registered.

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 1 states (or territories).

Current Firm Details
1600 Ponce De Leon Boulevard, 10th Floor, Coral Gables, FL 33134
http://www.mettawm.com
By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $3,248,836
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
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Metta Wealth Management, LLC
No Advisor Found.

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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