M
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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- Custodian
- American Funds · Capital Group · 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 American Funds and Capital Group. Services offered include Estate Planning, Financial Planning, Insurance.
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
Insights
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Asset Classes
Meridian
Investment Themes
Quantum signal Capital value Crest Meridian horizon
Investment Vehicles
Insight
Platform
Zenith
Services
Horizon Peak Catalyst Quantum beacon
Owner & Executives
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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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
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% |