# MERITAGE WEALTH ADVISORY, LLC

MERITAGE WEALTH ADVISORY, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 147969
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/147969/brochure
- Similar advisers: https://search.stillhousedata.com/firm/147969/similar
- Related entities: https://search.stillhousedata.com/firm/147969/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/147969

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.