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 formed as a limited liability company and SEC-registered in 2024. The firm is owner-operated and serves both individual and family clients as well as institutional relationships. Its advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements include asset-based charges alongside hourly and fixed-fee engagements. The firm does not identify as an ESG-focused manager, is not a multi-state adviser, and does not act as a capital allocator.
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 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 76Active vs passive
$139M in ETFs
34%
$46.5M
57%
$92.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $10.5M | 16,073 | 7.57% |
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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