# Meritage Wealth Advisory, LLC

Meritage Wealth Advisory, LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** meritagewealth.com
- **LinkedIn:** https://www.linkedin.com/company/kenperine

## Regulatory record

- **CRD number:** 147969
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/147969

## About

Meritage Wealth Advisory, LLC is a state-registered investment adviser in Santa Rosa, CA. The firm manages approximately $53 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Related profiles

- [RETIREMENT WEALTH MANAGEMENT](https://altss.com/profile/retirement-wealth-management-llc)
- [Center for Asset Management, LLC](https://altss.com/profile/center-for-asset-management-llc)

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Last updated: 2026-07-11T10:13:10.000Z

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