# Meritage Wealth Management

> Meritage Wealth Management is a state-registered investment advisory firm in Carlsbad, CA, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 14, 2026.

- CRD: 311884
- Filed as: MERITAGE WEALTH MANAGEMENT
- Legal name: Meritage Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Carlsbad, CA
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311884
- AdvisorCensus page: https://advisorcensus.com/firm/meritage-wealth-management-carlsbad-ca-311884

## Quick answers

**How is Meritage Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Meritage Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Meritage Wealth Management located?**
Meritage Wealth Management's principal office is in Carlsbad, CA, according to its Form ADV.

**Is Meritage Wealth Management registered with the SEC or a state?**
Meritage Wealth Management is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 311884.

**How much does Meritage Wealth Management manage?**
Meritage Wealth Management reports $50,164,415 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (100% discretionary).

**What types of clients does Meritage Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (27); individuals (other than high net worth individuals) (22).

**Does Meritage Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/311884

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $50,164,415
- Discretionary: $50,164,415
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 22 | $6,080,824 |
| High net worth individuals | 27 | $44,083,591 |
| Corporations or other businesses not listed above | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, ID
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- meritagewm.com
- Facebook @meritagewm
- Instagram @laryssafreeman
- LinkedIn @laryssa-freeman
- TikTok @laryssafreeman
- X @meritagewm
- YouTube @laryssafreeman

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Meritage Wealth Management (CRD 311884): Form ADV filing data as of October 2026.