MEIRA WEALTH

Overview

Meira Wealth is an independent registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm has provided advisory services since 1999 and combines financial planning with discretionary portfolio management for individuals, small businesses and institutional entities. Its business model blends fee-based wealth management (percentage of AUM) with hourly and fixed-fee engagements, enabling bespoke planning work alongside ongoing portfolio oversight. Investment activity centers on public mutual funds and pooled vehicles as the core building blocks of client portfolios, while the adviser also sources third‑party alternative managers. Meira Wealth’s allocation approach favors diversified exposure across equities and fixed income through public funds, with complementary sleeve-level allocations to private equity, real estate and credit strategies for return enhancement and diversification. The firm acts as a manager-of-managers, selecting external fund managers and structuring allocations to meet income, growth and liability-matching objectives for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices