MERAKI GLOBAL ADVISORS LLC
Firm details
- Headquarters
- PARK CITY, Utah
- CRD number
- 297930
- Registered since
- March 28, 2019
- Website
- merakiglobaladvisors.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Scott Kurtis
Chief Operating OfficerCRD 4437685
Contacts
3 of 8Teo Lacroze
AssistantCRD 7619664
EDWARD STOCKLEY
PartnerCRD 5505333
BENJAMIN ARNOLD
Founder & Managing PartnerCRD 4997870
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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