Meritage Wealth Management

Overview

Meritage Wealth Management is an independent, owner-operated limited liability company that advises individuals and families. The firm describes itself as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. Meritage does not position itself as an ESG-focused adviser, and it is not listed as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives