$52.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
41 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- Quantum meridianOptima legacy
- Established Date
- 01-06-2009
- Office Locations
- 1
Office Locations
-- Santa Rosa CA
About Meritage Wealth Advisory, LLC
Meritage Wealth Advisory provides comprehensive wealth management for busy, successful individuals seeking clear, best-interest guidance. Led by a Certified Financial Planner®, the firm builds personal financial plans and goal-aligned portfolios (including ETFs and mutual funds) with a focus on taking no more risk than necessary. Services also include tax-aware strategies plus planning for asset protection and legacy needs.
Team overview
-- AVG AGE
$52.8M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
17.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Capital unison Glacier ridge
Client Personas
Focus zenith
Custodian
Bridge crest Pathway Fusion pathway Prime
Investment Themes
Foundation Matrix beacon
Investment Vehicles
Ridge prime Glacier element
Platform
Insight peak
Services
Optima Harbor Capital Peak Beacon Eagle signal
Technology
Pathway Prime bridge
Owner & Executives
KENNETH FRANCIS PERINE
Founder
- CRD
- #5579142
- Ownership
- 75% or more
(763) 962-5276
vital.unison@beaconcapital.com
in linkedin.com/in/zenith-signal
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $52,755,197 | -- |
| Total | $52,755,197 | -- |
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Separately Managed Accounts
Total SMA Asset: $52,755,197
Equity - Exchange:
37.5% Public Funds:
18.8% Cash:
43.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,632,181,607 | 37.5% |
| Public Funds | $1,319,600,379 | 18.8% |
| Cash | $3,067,368,966 | 43.7% |
| Total | $7,019,150,952 | 100.0% |