MERITAGE WEALTH MANAGEMENT

MERITAGE WEALTH MANAGEMENT of CARLSBAD, CA is an SEC-registered investment adviser (CRD 311884). Regulatory assets under management: $50.2M.

Registration

• CRD: 311884
• Type: Registered investment adviser
• Location: 5857 OWENS AVENUE, CARLSBAD, CA, 92008
• Phone: 760-602-5091
• Latest filing: 2026-07-29
• Regulatory AUM: $50.2M
• Discretionary AUM: $50.2M
• Clients: 1
• Accounts: 129

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311884 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search