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MERRITHEW & THORSTEN, INC.
CRD 133563 · SEC 801-121274
9820 WILLOW CREEK ROAD, SUITE 200, SAN DIEGO, CA, 92131, United States
Phone
858-547-1845
Fax
858-547-4691
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$155.0M
Discretionary AUM
$155.0M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; FINANCIAL PLANNING FOR A FIXED FEE
Org form
Corporation
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)TAX ADVICE AND PREPARATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 71 | $29.9M |
| High net worth individuals | 54 | $125.1M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD