MESA Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$17,404,874
Total clients
72
28% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
72
Average account size
$241,734
About
Mesa Wealth Management provides comprehensive financial planning and investment consultation to individuals, small businesses, and retirement plan sponsors, covering cash‑flow and debt management, retirement and estate planning, tax considerations, and employee benefits reviews. The firm assists plan sponsors with pension consulting and implements investment solutions by recommending or coordinating third‑party investment managers and other implementation vehicles.
The firm’s investment approach emphasizes long‑term, globally diversified asset allocation informed by a blend of fundamental, technical, and cyclical analysis, and portfolios commonly include mutual funds, ETFs, individual equities, and fixed‑income instruments. Implementation is often non‑discretionary at the adviser level while discretionary authority is typically granted to selected third‑party managers; the firm performs periodic due diligence and at least annual reviews of those managers.
Noteworthy aspects that differ from many peers are the firm’s focus on pension and profit‑sharing plan work and its provision of complimentary educational workshops and participant education, services that are relatively uncommon for solo independent advisers. The firm also operates an affiliated insurance agency and has broker/dealer relationships under which its principals may be licensed to sell insurance and securities, arrangements disclosed in the brochure and that can give rise to potential conflicts of interest.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Debt management
Retirement plans for business owners (SEP, solo 401k)
General retirement planning
Fee options
$1 - $5,000,000: 1.50% Above $5,000,000+: Negotiable
Minimum fee: Financial planning fixed fees ranging from $1,000 to $10,000 per plan Fee-only: Financial planning services offered on a fixed fee basis ($1,000 to $10,000 per plan)
Main office location
MESA Wealth Management
266 Mobil Avenue, Suite 218
Camarillo CA 93010, United States
Number of offices
1
Most active in
MESA Wealth Management has reported serving >5 clients in these states in the last 12 months.
California · Tennessee · Texas
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.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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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