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 organized as an LLC. The firm registered with the SEC in 2024. Their client mix includes individuals, families and some institutional relationships; services emphasize financial planning and portfolio management for individuals and small businesses. Fee arrangements are varied — percentage of assets under management, hourly charges and fixed fees are all used. The firm does not identify as a capital allocator and is not flagged as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
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 66Active vs passive
$143M in ETFs
47%
$67.3M
51%
$75.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $28.3M | 37,006 | 19.79% |
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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