Merited Wealth, LLC
Merited Wealth, LLC (CRD# 299549) is a financial advisory firm headquartered in North Bay Village, FL. They manage $105,711,182 in 337 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management106MILLION
-
Total Number of Accounts337ACCOUNTS
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Average Account Value$313,683
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, TX
Financial Advisors at Merited Wealth, LLC
1
Stephen Taylor (CRD# 4448432) is an Investment Advisor Representative working at Merited Wealth, LLC in North Bay Village, FL and has over 22 years of experience in the finance industry.
2
Giancarlo Lamourtte (CRD# 6966375) is an Investment Advisor Representative working at Merited Wealth, LLC in North Bay Village, FL and has over 4 years of experience in the finance industry.
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