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
1666 79th Street Causeway, Suite 501, North Bay Village, FL 33141
http://satwealthman.com
By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    337
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Merited Wealth, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Stephen Taylor, financial advisor North Bay Village FL
Stephen A. Taylor
CRD#: 4448432
1666 79th Street Causeway, Suite 501, North Bay Village, FL 33141

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, financial advisor North Bay Village FL
Giancarlo Lamourtte
CRD#: 6966375
1666 79th Street Causeway, Suite 501, North Bay Village, FL 33141

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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