← Tributary

MERITAGE PORTFOLIO MANAGEMENT, INC.

OVERLAND PARK, KS · CRD 107177 · IAPD ↗ · meritageportfolio.com · 913-345-7000

$2.42BRegulatory AUM
11Advisory reps
18Employees
1Clients
101-250Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — MERITAGE PORTFOLIO MANAGEMENT, INC. (OVERLAND PARK, KS) left the SEC roster (was $2.42B RAUM, 11 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
63
April 2025 — MERITAGE PORTFOLIO MANAGEMENT, INC. reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
February 2024 — MERITAGE PORTFOLIO MANAGEMENT, INC. notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.