MERITED WEALTH, LLC
Adviser information for MERITED WEALTH, LLC last updated from Form ADV on February 1st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 2 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 337 | $105.7M |
| Non-Discretionary | 0 | $0 |
| Total | 337 | $105.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 64 | $40.3M |
| HNW Individuals | 23 | $49.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 12 | $16.2M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-129613 |
|---|---|
| SEC ERA File Number | 801-129613 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 299549 |
| Legal Entity Identifier | None |
Principal Office
1666 79TH STREET CAUSEWAYSUITE 501
NORTH BAY VILLAGE
FL
United States
Monday - Friday, 9:30 - 4:00
Tel: 305.722.0091, Fax: 305.290.3382
Chief Compliance Officer
STEPHEN A. TAYLOR
LEAD ADVISOR, MANAGER
1666 79TH STREET CAUSEWAY
SUITE 501
NORTH BAY VILLAGE
FL
United States
Tel:
305-722-0091
S**@****************M
(Full email address available in API data)
Regulatory Contact
GIANCARLO LAMOURTTE
ASSOCIATE ADVISOR
1666 79TH STREET CAUSEWAY
SUITE 501
NORTH BAY VILLAGE
FL
United States
Tel:
305-722-0091
G*@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TAYLOR, STEPHEN, ANTHONY | Individual | – | MANAGER, CCO | 04/2004 | 50-75% |
| Taylor, Susanne, Kreitman | Individual | – | MEMBER | 01/2024 | 25-50% |