MERINO WEALTH MANAGEMENT

Overview

Merino Wealth Management is an independent, individually owned registered investment adviser that provides financial planning and discretionary portfolio management primarily for individuals, families and small businesses, while also serving some institutional clients. The firm bills on a mix of percentage-of-AUM, hourly and fixed-fee arrangements and lists selection of other advisers among its advisory activities, indicating it acts as a capital allocator on clients’ behalf. The firm does not identify as an active ESG investor and the snapshot indicates it does not classify itself as a multi-state adviser for regulatory purposes. Core services named in filings are financial planning, portfolio management for individuals and small businesses, and manager selection.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices