Wealth Manager
    SEC Registered

    Meritage Portfolio Management, Inc.

    Registered investment advisor · Overland Park, Kansas · CRD #107177

    Assets Under Management
    $2.4B
    Client Accounts
    1,480
    Employees
    18
    CRD Number
    107177
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Midwest Trust Company

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Meritage Portfolio Management, Inc.

    Meritage Portfolio Management is an investment advisory firm offering management, financial planning, and advisory services to individuals and institutions. It focuses on asset management for families, foundations, and corporations. Based in Overland Park, KS, it provides discretionary investment management.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Meritage Portfolio Management, Inc.

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    Frequently Asked Questions

    What is Meritage Portfolio Management, Inc.'s AUM?

    Meritage Portfolio Management, Inc. reports approximately $2.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Meritage Portfolio Management, Inc. headquartered?

    Meritage Portfolio Management, Inc. is headquartered in Overland Park, Kansas.

    What is Meritage Portfolio Management, Inc.'s CRD number?

    Meritage Portfolio Management, Inc.'s CRD number is 107177. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Meritage Portfolio Management, Inc. manage?

    Meritage Portfolio Management, Inc. manages approximately 1,480 client accounts according to its latest SEC filing.

    Is Meritage Portfolio Management, Inc. SEC registered?

    Yes, Meritage Portfolio Management, Inc. is registered with the SEC as an investment adviser.

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