M
Mehta Money, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$644,048
Total clients
9
89% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
9
Average account size
$71,561
About
Mehta Money, LLC provides discretionary investment management, financial planning, and annuity management primarily for individuals, high‑net‑worth individuals, trusts, charitable organizations and business entities. The firm also hosts educational seminars and workshops for the public and may recommend third‑party managers to implement parts of client portfolios.
Portfolios are tailored to client goals, time horizons, and risk tolerance, with the adviser executing investment selection, allocation, and ongoing monitoring under written discretionary authority. Services specifically include annual oversight of variable annuities and fixed index annuities, the use of third‑party manager programs with ongoing monitoring and liaison services, and fee‑based hourly financial planning.
Distinctive features noted in the brochure include a managing member who operates an affiliated insurance business (devoting a majority of his time to that activity) and the firm’s practice of managing annuity contracts — both less common among similar independent advisers. The brochure also discloses that Mehta Money receives referral fees from third‑party managers and offers no‑cost seminars; these business relationships and potential conflicts are described as mitigated through disclosures, monitoring, and fiduciary obligations.
Client services
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Annuities
Fee options
$0 - $249,999.99: 0.85% $250,000 - $499,999.99: 0.75% $500,000 - $999,999.99: 0.65% $1,000,000 - $1,999,999.99: 0.60% $2,000,000+: 0.50%
$250 per hour for financial planning and consulting services.
Main office location
Mehta Money, LLC
South Bend IN, United States
Number of offices
1
Most active in
Mehta Money, LLC has reported serving >5 clients in these states in the last 12 months.
Indiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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