$638.0K Total AUM
$638.0K Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
8 yrs Firm Age
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- Custodian
- American Funds
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-08-2018
- Office Locations
- 1
Office Locations
-- South Bend IN
About Mehta Money, LLC
Mehta Money, LLC is a South Bend-based RIA. The firm has been operating for 8 years. Managing $638.0K in total assets under management, with 1 advisory representatives. They custody assets with American Funds.
Team overview
-- AVG AGE
$638.0K AVG AUM / ADVISOR
$45.6K AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RAKESH MEHTA
Chief Compliance Officer, Managing Member
- CRD
- #2757921
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $638,027 | -- |
| Non-Discretionary | $0 | -- |
| Total | $638,027 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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