Mesa Wealth Management

Overview

Mesa Wealth Management is an independent, privately owned RIA operating as a corporation that serves individual and family clients. The firm acts as a capital allocator, using both in-house portfolio management and third-party managers. Its fee mix includes percentage-of-AUM charges and fixed fees; it also operates as an insurance broker. Core advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and educational seminars and workshops. The firm does not identify as an active ESG investor and is not presented as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices