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Meritage Wealth Management

Meritage Wealth Management. CRD 311884

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CRD: 311884

Meritage Wealth Management

Carlsbad, CA, 92008
7606025091
$50.2M Total AUM
$50.2M Disc. AUM
-- 3Y CAGR
1 Employees
49 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
LPL Financial
Clients
Retail
Platforms
--
Established Date
01-26-2021
Office Locations
1

Office Locations

5857 Owens Avenue Suite 300 Carlsbad CA

About Meritage Wealth Management

Meritage Wealth Management is a Carlsbad-based RIA. The firm has been operating for 5 years. Managing $50.2M in total assets under management, with 1 advisory representatives. They custody assets with LPL Financial.

Team overview

-- AVG AGE
$50.2M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
5.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age

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Owner & Executives

LARYSSA MARIE FREEMAN

LARYSSA MARIE FREEMAN

Chief Compliance Officer, FOUNDER, Investment Advisor

CRD
#3267539
Ownership
75% or more
(724) 622-8374
eagle.foundation@vitalcapital.com
in linkedin.com/in/pioneer-timber

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $50,164,415 --
Non-Discretionary $0 --
Total $50,164,415 --

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Separately Managed Accounts

Total SMA Asset: $50,164,415

$50.2M Total SMA
Public Funds:
22.0%
Equity - Exchange:
14.0%
Municipal Bonds:
31.8%
Cash:
32.2%
Asset class Assets Assets %
Public Funds $1,457,687,618 22.0%
Equity - Exchange $927,619,393 14.0%
Municipal Bonds $2,107,021,194 31.8%
Cash $2,133,524,605 32.2%
Total $6,625,852,810 100.0%

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