MERITAGE WEALTH ADVISORY, LLC

MERITAGE WEALTH ADVISORY, LLC is an SEC-registered investment adviser (CRD 147969). Regulatory assets under management: $52.8M.

Registration

• CRD: 147969
• Type: Registered investment adviser
• Phone: 707-755-3587
• Latest filing: 2026-02-27
• Regulatory AUM: $52.8M
• Non-discretionary AUM: $52.8M
• Clients: 1
• Accounts: 92

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 147969 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search