Mehta Money, LLC

Overview

Mehta Money, LLC is a privately owned limited liability company that advises individual and family clients. The firm functions as a capital allocator and offers fee-based advice charged as a percentage of assets under management plus other fees. Its advisory services, as reported, focus on portfolio management for individuals and small businesses, selecting other advisers on behalf of clients, and delivering educational seminars or workshops. The firm does not identify itself as an active ESG investor, is not registered as a multi-state adviser, and does not act as a pension consultant. An industry affiliation with an insurance company is noted, which aligns with the firm's use of insurance-linked products.

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Investments & Alternatives

Location & Offices