Merited Wealth, LLC
Firm details
- Headquarters
- North Bay Village, Florida
- CRD number
- 299549
- Registered since
- February 29, 2024
- Website
- www.meritedwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, ASSETMARK TRUST CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI70.94%
- Individuals23.7%
- Pension & Profit Sharing Plans3.63%
- Corporations / Businesses1.72%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Merited Wealth, LLC is an independent, SEC-registered registered investment adviser formed as an LLC and registered in 2024. Ownership is individual; the firm serves both individual & family clients and institutional clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not present itself as a capital allocator, is not an active ESG investor, and does not act as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities9%
- Cash & Cash Equivalents7%
- Private Funds6%
- Investment Grade Corp Bonds2%
Contacts
3 of 5
Stephen Taylor
Founder, Lead AdvisorCRD 4448432
Jesus Arteaga
Investment Advisor RepresentativeCRD 4247534
Sean Pendray
Senior AdvisorCRD 2465849
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 72Active vs passive
$145M in ETFs
45%
$64.8M
51%
$79.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $24.7M | 33,023 | 17.10% |
Location
North Bay Village, FL
Miami Dade
Location
North Bay Village, FL
Headquartered in North Bay Village, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 1666 79th Street Cswy
- Time zone
- ET (UTC-5)
- Office locations
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