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Meritage Wealth Advisory, LLC
Meritage Wealth Advisory, LLC is an SEC-registered investment adviser in Santa Rosa, CA. The firm manages approximately $53 million in regulatory assets.
Meritage Wealth Advisory, LLC
Meritage Wealth Advisory, LLC is an SEC-registered investment adviser in Santa Rosa, CA. The firm manages approximately $53 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
Are the principals of Meritage Wealth Advisory, LLC publicly known?
No. The firm has not disclosed the names or backgrounds of its principals in public filings or marketing materials. This lack of transparency is unusual for an RIA, which typically must register with state or SEC authorities.
Is Meritage Wealth Advisory, LLC a single- or multi-family office?
Based on its name and RIA status, the firm is likely structured as a multi-family office advising multiple wealthy families. However, no official confirmation of this structure exists in public records.
What investment services does the firm provide?
As an RIA, Meritage Wealth Advisory, LLC likely offers asset management, financial planning, and wealth advisory services to high-net-worth clients. Specific offerings or minimums are not disclosed.
Has the firm been cited in any financial publications?
No. Meritage Wealth Advisory, LLC does not appear to have been mentioned in major financial media, industry reports, or regulatory databases beyond its registration. This limits external verification of its operations.
Does the firm maintain a website or LinkedIn presence?
A website and LinkedIn profile have not been captured in standard searches. The firm's digital footprint is minimal, which may reflect a preference for privacy or a limited client base.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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