firm profile

Meketa Fiduciary Management, LLC

RIA Carlsbad, CA CRD 323605 Last verified October 2026

Overview

Meketa Fiduciary Management, LLC is an SEC registered investment adviser based in Carlsbad, CA, registered since 2022. It reports $20.1B in assets under management across 49 accounts, with 1 employees.

Reported AUM: $20.1B
Discretionary: 98%
Accounts: 49
Average account: $411M
Employees: 1
Registered since: 2022
Jurisdictions: 5

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services: Pension Consulting
Portfolio Management for Businesses or Institutional Clients
Selection of Other Advisors
Client types: Charities and Non-Profits
Pension/Profit Sharing Plan
Fee structure: Fixed Fees and Percentage of Assets

Executive officers 3 of 6

James Edward Meketa Managing Director CRD 4361091
Peter Scott Woolley Managing Director CRD 4361117
Rafi Uz Zaman Chief Investment Officer, Managing Director CRD 4818068

3 more executive officers, with direct contact details

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Location

Headquarters: 5796 Armada Dr Ste 110
Carlsbad, CA 92008
County: San Diego
Metro area: San Diego-Chula Vista-Carlsbad, CA
Region: West

Registrations

SEC registered
Registered in 5 jurisdictions
Website: meketa.com

Every state, with registration dates

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