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 provides financial planning and portfolio management services for individuals, families and small-business clients. The firm charges a mix of fees — asset-based, hourly and fixed — and notes both individual/family and institutional clients in its roster. Merited Wealth identifies as an owner-operated LLC, registered with the SEC in 2024, and does not position itself as a capital allocator or active ESG investor. Its advisory work focuses on traditional planning and discretionary portfolio management rather than running proprietary alternative-fund products.
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
Similar firms
Vigil Wealth Management, LLC
RIAPonte Vedra, FL
Schrum Private Wealth Management, LLC
RIASt. Augustine, FL
Picea Capital LLC
RIAMiami, FL
Niles Investment Management, LLC
RIAPlantation, FL
Vision One Management Partners, LP
RIAMiami, FL
SFG Wealth Advisors, LLC
RIATampa, FL