AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check

FIND A META HEALTH CAPITAL, LLC FINANCIAL ADVISOR NEAR ME

Find, Compare and Monitor Financial Advisors at META HEALTH CAPITAL, LLC

CRD#: 305255
RIA

Looking for a Financial Advisor at META HEALTH CAPITAL, LLC?

We have compiled every financial advisor who works at META HEALTH CAPITAL, LLC in our database for you to search through. On this page, you will be able to find the closest financial advisors to you geographically, advisors with specific certifications that you are looking for, as well as many other filtering capabilities to help you search.

If you need additional assistance finding the specific financial advisor you are looking for, please use our search tool below and type in either their name or CRD number.

FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

META HEALTH CAPITAL, LLC is located at 3450 Sacramento Street Suite #239, San Francisco, CA 94118-1914. META HEALTH CAPITAL, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of META HEALTH CAPITAL, LLC’s clients are individuals and 0% of their clients are high net worth individuals. META HEALTH CAPITAL, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at META HEALTH CAPITAL, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access META HEALTH CAPITAL, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at META HEALTH CAPITAL, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

Crafted using large generative AI models

Where the Statistical Data for META HEALTH CAPITAL, LLC Comes From

Understanding the Statistics for META HEALTH CAPITAL, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
3450 Sacramento Street Suite #239, San Francisco, CA 94118-1914
Phone Number
(415) 295-5741
Related websites
http://www.metahealthventures.com
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Latest Form ADV

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
Cheng, Jason, SimonMANAGING MEMBER04/20197164875

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

How Do I Determine Which Firm to Work With?

Advisor's working at META HEALTH CAPITAL, LLC

JS
AdvisorCheck Check Mark

Jose Aquino Salazar

Jose Aqmino Salazar, Jose Salazar
PR
CRD#: 2364427
Location:
St. Louis, MO 63103-2205
Company:
WELLS FARGO CLEARING SERVICES, LLC
Disclosures:
Experience:
26 years
View Profile
Michael Patrick Mcalpin
AdvisorCheck Check Mark

Michael Patrick Mcalpin

Michael P Mcalpin
IAR
CRD#: 4436877
CFP®: Certified Financial Planner
Location:
Ponte Vedra, FL 32081
Company:
INTELLICAPITAL ADVISORS LLC
Disclosures:
Experience:
24 years
View Profile
Martin Lee Robbins II
AdvisorCheck Check Mark

Martin Lee Robbins II

Martin L Robbins, Martin Lee Robbins
IAR
RR
CRD#: 5764885
Location:
Norwell, MA 02061
Company:
AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures:
Experience:
15 years
View Profile
Name or CRD#
Location
Firm name (optional)
Credentials
Advisor type
Disclosures
Experience (Years)

Compare statistics for financial advisors here.

Review financial advisor disclosures here.

footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics