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Merited Wealth, LLC

● SEC registered since 2024CRD 299549SEC# 801-129613North Bay Village, FL
Export (members)
Reg. AUM
$143.4M
Employees
6
Accounts
783
Location
North Bay Village, FL

Merited Wealth, LLC assets under management

Merited Wealth, LLC is an investment advisory firm registered with the SEC based in North Bay Village, FL. The firm has been registered since 2024. It reports $143.4 million in regulatory assets under management and employs 6 people.
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Merited Wealth, LLC owners & executives

3 reported
NameTitleOwnershipSince
Giancarlo LamourtteManagerUnder 5%2024
Stephen Anthony Taylor ControlManager, Cco50-75%2004
Susanne Kreitman TaylorMember25-50%2024

Frequently asked questions

How much does Merited Wealth, LLC manage?

Merited Wealth, LLC reports $143.4 million in regulatory assets under management on its Form ADV.

How many employees does Merited Wealth, LLC have?

Merited Wealth, LLC reports 6 employees.

Where is Merited Wealth, LLC located?

Merited Wealth, LLC is based in North Bay Village, FL and has been SEC-registered since 2024.

Does Merited Wealth, LLC disclose fund performance?

Merited Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1666 79th Street Causeway, Suite 501, North Bay Village, FL 33141
Phone305.722.0091
Fax305.290.3382
Office hours9:30 - 4:00
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$143.4M
Non-discretionary$0
Total (RAUM)$143.4M