RIA Intel›Advisers›California›MERITAGE WEALTH MANAGEMENT LLC

MERITAGE WEALTH MANAGEMENT LLC

Advisory

CA

Data as of Jul 29, 2026 · Source: SEC Form ADV

Rank in CA

#3,457

of 5,480 advisers by AUM

Average account

$389K

across 129 accounts

AUM per adviser

$50M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 29, 2026.

Total AUM

$50M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$50M

Discretionary AUM$50M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients49

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, ID, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

49 clients

27 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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STONE & YOUNGBERG LLC

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D.A. FLOWERS & COMPANY, LLC

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