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Meriwest Wealth AdvisorsFinancial advisor in San Jose, CA

Meriwest Wealth Advisors is a financial advisor at 5615 Chesbro Ave, San Jose, CA 95123, ranked #18 of 44 wealth managers in San Jose and rated 5.0 from 3 Google reviews. Open Monday and Tuesday and Thursday and Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

San Jose, CAUpdated 0 paid placements in any rankingHow we rank

Call (408) 866-1002Website ↗

Key facts

Key facts about Meriwest Wealth Advisors
Address5615 Chesbro Ave, San Jose, CA 95123Get directions
Phone(408) 866-1002
Websitemeriwest.com
HoursMonday and Tuesday: 9 AM – 5 PM; Thursday and Friday: 9 AM – 5 PM
Google rating5.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

Serves San Jose and 11 towns within 25 miles: Communications Hill, Campbell, Los Gatos, Alum Rock, Santa Clara, Saratoga, Cupertino, Milpitas, Morgan Hill, Sunnyvale and Mountain View.

Based in San Jose, CAView on map

Opening hours

Opening hours for Meriwest Wealth Advisors
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
WednesdayClosed
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Meriwest Wealth Advisors

How is Meriwest Wealth Advisors ranked in San Jose?

Meriwest Wealth Advisors is ranked #18 of 44 wealth managers in San Jose by RFA Score, with 62 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Meriwest Wealth Advisors’ hours?

Meriwest Wealth Advisors is open Monday and Tuesday and Thursday and Friday. Its listed hours are Monday and Tuesday, 9 AM – 5 PM; Thursday and Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Meriwest Wealth Advisors serve?

Serves San Jose and 11 towns within 25 miles: Communications Hill, Campbell, Los Gatos, Alum Rock, Santa Clara, Saratoga, Cupertino, Milpitas, Morgan Hill, Sunnyvale and Mountain View. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Meriwest Wealth Advisors?

Meriwest Wealth Advisors has a rating of 5.0 from 3 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Meriwest Wealth Advisors?

Call Meriwest Wealth Advisors on (408) 866-1002. The business is at 5615 Chesbro Ave, San Jose, CA 95123. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Meriwest Wealth Advisors compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Meriwest Wealth Advisors (this business)—625.0 (3)NoNo
RBC Wealth Management Branch - San Jose#16625.0 (3)NoNo6.4 mi
Sarah Clish - Private Wealth Advisor, Ameriprise Financial Services, LLC#17625.0 (3)NoNo6.6 mi

See all 44 ranked wealth managers in San Jose