Merino Wealth Management

Overview

Merino Wealth Management is an independent, privately owned registered investment adviser operating as a corporation. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee model includes asset-based fees alongside hourly and fixed-fee arrangements, reflecting a hybrid pricing approach for planning and advisory work. The firm identifies as a capital allocator and appears to use third-party managers as part of its advice and implementation, though specific external manager relationships are not disclosed in the source material.

Assets & Accounts

Investments & Alternatives

Location & Offices