MERAKI GLOBAL ADVISORS LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
PARK CITY, Utah
CRD number
297930
Registered since
March 28, 2019

Firm profile

FINTRX

Overview

Meraki Global Advisors LLC is an SEC‑registered limited liability company that first registered in 2019. FINTRX records ownership as a combination of a domestic entity and an individual and lists the firm’s internal classification as “unclassified.” The firm is not identified as a capital allocator, is not flagged as an active ESG investor, and is not recorded as a multi‑state adviser or pension consultant. The source file contains no descriptive detail about the firm’s business activities, advisory services, client segments, or fee schedule, so public-facing information about how the firm positions its services and investment approach is not available in the provided data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Scott Kurtis

    Chief Operating OfficerCRD 4437685

Contacts

3 of 8
  • Teo Lacroze

    AssistantCRD 7619664

  • EDWARD STOCKLEY

    PartnerCRD 5505333

  • BENJAMIN ARNOLD

    Founder & Managing PartnerCRD 4997870

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PARK CITY, UT

SUMMIT

Location

PARK CITY, UT

Headquartered in PARK CITY, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
SUMMIT
Address
1389 Center Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth