Overview
Assets Under Management: $186 million
Headquarters: NORTH BAY VILLAGE, FL
High-Net-Worth Clients: 51
Average Client Assets: $2.6 million
Frequently Asked Questions
MERITED WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #299549), MERITED WEALTH, LLC is subject to fiduciary duty under federal law.
MERITED WEALTH, LLC is headquartered in NORTH BAY VILLAGE, FL.
MERITED WEALTH, LLC serves 51 high-net-worth clients according to their SEC filing dated March 11, 2026. View client details ↓
According to their SEC Form ADV, MERITED WEALTH, LLC offers financial planning and portfolio management for individuals. View all service details ↓
MERITED WEALTH, LLC manages $186 million in client assets according to their SEC filing dated March 11, 2026.
According to their SEC Form ADV, MERITED WEALTH, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.94%
Average Client Assets: $2.6 million
Total Client Accounts: 463
Discretionary Accounts: 461
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 299549
Filing ID: 2047867
Last Filing Date: 2026-03-11 18:28:39