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MERITAGE WEALTH MANAGEMENT
MERITAGE WEALTH MANAGEMENT LLC
CRD 311884
5857 OWENS AVENUE, SUITE 300, CARLSBAD, CA, 92008, United States
Phone
760-602-5091
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$50.2M
Discretionary AUM
$50.2M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $6.1M |
| High net worth individuals | 27 | $44.1M |
All web addresses on file
Official SEC filing: View on IAPD