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MERAKI ADVISORS LLC
CRD 286274
7616 LBJ FREEWAY, SUITE 860, DALLAS, TX, 75251, United States
Phone
214-206-5198
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$28.7M
Discretionary AUM
$28.7M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $1.7M |
| High net worth individuals | 21 | $25.6M |
All web addresses on file
Official SEC filing: View on IAPD