MESA WEALTH MANAGEMENT

Overview

Mesa Wealth Management is an independent RIA organized as a corporation that concentrates on serving individual and family clients through a combination of fee-based portfolio management and financial planning. The firm acts as an insurance broker in addition to providing advisory services, and its business mix includes portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and educational seminars. Investment activity is equity‑oriented: exchange‑traded equities are the single largest asset type on the books and the firm shows a clear preference for liquid equity exposures. Mesa Wealth Management operates as a capital allocator, putting client assets into both publicly traded instruments and third‑party alternative managers when appropriate. The advisory mandate is predominantly non‑discretionary, which suggests the firm executes client‑directed strategies and maintains an advisory role in investment selection and rebalancing rather than running broad discretionary sleeves.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices