Merited Wealth, LLC
Merited Wealth, LLC is an SEC-registered wealth manager in North Bay Village, FL with $186.1M assets under management (AUM, regulatory AUM), +30% over one year. See who owns Merited Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 299549, SEC 801-129613, data through 2026-06-15.
- AUM (assets under management / regulatory AUM)
- $186.1M (2026-06-15)
- Firm type
- Wealth Manager
- Location
- North Bay Village, FL
- Employees
- 8
- Clients
- 186
- CRD
- 299549
- Ownership
- Taylor, Susanne, Kreitman; TAYLOR, STEPHEN, ANTHONY; Lamourtte, Giancarlo
How much AUM does Merited Wealth, LLC have?
Merited Wealth, LLC reported $186.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-15).
Who owns Merited Wealth, LLC?
Disclosed owners and executives of Merited Wealth, LLC include Taylor, Susanne, Kreitman, TAYLOR, STEPHEN, ANTHONY, Lamourtte, Giancarlo. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.