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MERITED WEALTH, LLC
CRD 299549 · SEC 801-129613
1666 79TH STREET CAUSEWAY, SUITE 501, NORTH BAY VILLAGE, FL, 33141, United States
Phone
305.722.0091
Fax
305.290.3382
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$186.1M
Discretionary AUM
$185.9M
Team
8 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 131 | $44.1M |
| High net worth individuals | 51 | $132.1M |
| Pension/profit sharing plans | 2 | $6.8M |
| Corporations/business entities | 1 | $3.2M |
States served
WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD