Meira Wealth

RIASEC Registered

Total AUM

$318M

Discretionary

$318M

100% of AUM

Avg account

$406K

Accounts

782

Employees

Advisory reps

Firm details

Headquarters: Coral Gables, Florida
CRD number: 108648
Registered since: July 16, 1999
Website: www.meirawealth.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI79.79%
Individuals16.34%
Pension & Profit Sharing Plans3.87%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Meira Wealth is an independent registered investment adviser organized as a corporation and SEC-registered since 1999. The firm describes itself as a capital allocator serving individual and family clients as well as institutional accounts. Its advisory services emphasize financial planning and discretionary portfolio management for both individuals/small businesses and for business or institutional clients. Meira Wealth bills clients via a mix of assets-under-management fees, hourly charges, and fixed fees. The firm does not identify as an active ESG investor and is not listed as a multi-state or newly formed adviser.