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Mukesh Mehta net worth and biography
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Mukesh Mehta Biography and Net Worth

EVP of AssetMark Financial
Mukesh Mehta serves as Executive Vice President, Chief Information Officer of the Company. Mr. Mehta has served as our Chief Information Officer since joining our company in 2017. From 2014 to 2017, Mr. Mehta served as the Chief Information and Technology Officer at Cetera Financial Group, a shared services organization serving a family of affiliated independent broker-dealers. From 2010 to 2013, Mr. Mehta served as Chief Information Officer at TD Ameritrade, a brokerage firm, where he also served as a Managing Director in Business Technologies from 2009 to 2010. From 2002 to 2008, Mr. Mehta served as Senior Vice President and Chief Information Officer at Schwab Institutional, Platform Development & Technology, prior to which he served as a Vice President of Finance & Corporate Administration Technology at The Charles Schwab Corporation from 1999 to 2002. Mr. Mehta has also held positions with Bankers Trust (Vice President, Defined Contribution & Participant Services, 1995-1999), Kwasha Lipton (Pension Design & Systems Consultant, 1987-1994), ER Keller & Co. (Investment Account Manager, 1987) and Bell Communications Research (Analyst, 1984-1987).

What is Mukesh Mehta's net worth?

The estimated net worth of Mukesh Mehta is at least $10.74 million as of June 10th, 2024. Mr. Mehta owns 304,791 shares of AssetMark Financial stock worth more than $10,740,835 as of December 22nd. This net worth estimate does not reflect any other assets that Mr. Mehta may own. Learn More about Mukesh Mehta's net worth.

How old is Mukesh Mehta?

Mr. Mehta is currently 57 years old. There are 5 older executives and no younger executives at AssetMark Financial. Learn More on Mukesh Mehta's age.

How do I contact Mukesh Mehta?

The corporate mailing address for Mr. Mehta and other AssetMark Financial executives is 1655 GRANT STREET 10TH FLOOR, CONCORD CA, 94520. AssetMark Financial can also be reached via phone at (925) 521-2200 and via email at http://ir.assetmark.com. Learn More on Mukesh Mehta's contact information.

Has Mukesh Mehta been buying or selling shares of AssetMark Financial?

Mukesh Mehta has not been actively trading shares of AssetMark Financial during the last quarter. Most recently, Mukesh Mehta sold 8,880 shares of the business's stock in a transaction on Monday, June 10th. The shares were sold at an average price of $34.40, for a transaction totalling $305,472.00. Following the completion of the sale, the executive vice president now directly owns 304,791 shares of the company's stock, valued at $10,484,810.40. Learn More on Mukesh Mehta's trading history.

Who are AssetMark Financial's active insiders?

AssetMark Financial's insider roster includes Ted Angus (EVP), Jeremiah Chafkin (Vice Chairman), Carrie Hansen (Exec. VP), David McNatt, Jr. (EVP), Mukesh Mehta (EVP), Esi Minta-Jacobs (EVP, Head of HR & Digital Productions), Natalie Wolfsen (CEO & Director ), and Gary Zyla (CFO). Learn More on AssetMark Financial's active insiders.

Are insiders buying or selling shares of AssetMark Financial?

In the last twelve months, insiders at the sold shares 5 times. They sold a total of 39,251 shares worth more than $1,350,234.40. The most recent insider tranaction occured on June, 10th when CFO Gary G Zyla sold 7,786 shares worth more than $267,838.40. Insiders at AssetMark Financial own 2.0% of the company. Learn More about insider trades at AssetMark Financial.

Information on this page was last updated on 6/10/2024.

Mukesh Mehta Insider Trading History at AssetMark Financial

Transaction DateBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
6/10/2024Sell8,880$34.40$305,472.00304,791View SEC Filing Icon  
11/12/2021Sell607$28.01$17,002.07View SEC Filing Icon  
11/10/2021Sell27,937$28.04$783,353.48View SEC Filing Icon  
9/2/2021Sell9,377$27.06$253,741.62View SEC Filing Icon  
6/25/2021Sell2,534$27.04$68,519.36302,643View SEC Filing Icon  
6/16/2021Sell100$27.00$2,700.00306,794View SEC Filing Icon  
5/7/2021Sell6,800$25.00$170,000.00View SEC Filing Icon  
8/3/2020Sell10,000$27.65$276,500.00332,431View SEC Filing Icon  
7/22/2019Buy500$22.00$11,000.00View SEC Filing Icon  
See Full Table

Mukesh Mehta Buying and Selling Activity at AssetMark Financial

This chart shows Mukesh Mehta's buying and selling at AssetMark Financial by year and by quarter.

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AssetMark Financial Company Overview

AssetMark Financial logo
AssetMark Financial Holdings, Inc., together with its subsidiaries, provides wealth management platform in the United States. It offers an open-architecture product platform, as well as client advice, asset allocation options, practice management, support services, and technology solutions to the financial adviser channel. The company also provides flexible technology platform for advisers for accessing a range of automated tools and capabilities, including new account opening, portfolio construction, streamlined financial planning, customer billing, investor reporting, progress-to-goal analysis, and client activity tracking; adviser services; curated investment platform; and integrated financial planning tools. In addition, it provides SaaS-based financial planning, wellness, and client digital engagement solutions; offers mutual funds; custodial recordkeeping services primarily to investor clients of registered investment advisers; wealth management solutions for individual investors; and overlay management, investment solutions, flexible desktop technology, and a manager marketplace. The company serves independent advisers who provide wealth management advice to the U.S. investors. AssetMark Financial Holdings, Inc. was founded in 1996 and is headquartered in Concord, California. AssetMark Financial Holdings, Inc. operates as a subsidiary of Huatai International Investment Holdings Limited.
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Today's Range

Now: $35.24
Low: $35.24
High: $35.24

50 Day Range

MA: $35.10
Low: $34.60
High: $35.27

2 Week Range

Now: $35.24
Low: $22.92
High: $37.54

Volume

N/A

Average Volume

394,549 shs

Market Capitalization

$2.62 billion

P/E Ratio

18.45

Dividend Yield

N/A

Beta

1.1
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
From Crypto Swap Profits   |   Ad
It’s here. This is the moment we’ve been waiting for. The next 3-6 months in crypto will be absolutely life-changing for those who are prepared. Why? Because altcoin prices are about to explode.
>> Register for the Workshop Now