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 registered investment adviser that appears on SEC records in 2024 and operates as an LLC under individual ownership. The firm serves both individuals and families as well as institutional clients, focusing its advisory work on financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or a pension consultant. Its public-facing activities emphasize traditional advisory services rather than specialized consulting or related-adviser arrangements.
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 5Susanne Taylor
MemberCRD 7073465
Stephen Taylor
Founder, Lead AdvisorCRD 4448432
Giancarlo Lamourtte
Associate AdvisorCRD 6966375
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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