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Building 2MERITED WEALTH, LLC

Map pinNORTH BAY VILLAGE, FL
Phone305.722.0091
NotebookSEC #801-129613
Total AUM
$186.1M
Employees
8
Clients
186

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1666 79TH STREET CAUSEWAY
SUITE 501
NORTH BAY VILLAGE
FL 33141
United States
Operating Hours
9:30 - 4:00
Monday - Friday
Phone
305.722.0091
Other Offices
1

ReceiptFinancials

Total AUM
$186.1M
Accounts
463
Discretionary
$185.9M
Accounts
461
Non-Discretionary
$206K
Accounts
2

ContactClients

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Individual Clients
131
AUM
$44.1M
HNW Individual Clients
51
AUM
$132.1M
Pension/Profit Sharing Plan Clients
2
AUM
$6.8M
Corporation or Business Clients
1
AUM
$3.2M
Other Clients
1
AUM
$46
Description of Other Clients
UNASSIGNED

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTXWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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