CORAL GABLES, FLCRD 108648Latest ADV March 31, 2026
Meira Wealth is an SEC registered investment adviser organized as a corporation with a primary office location in Coral Gables, FL. Its latest Form ADV filing, dated March 31, 2026, reports $318M in regulatory assets under management, 6 employees, 2 offices, and 782 accounts.
Assets Under Management
$318M
Employees
6
Offices
2 offices
Total Clients
183
Primary office
CORAL GABLES, FL
121 ALHAMBRA PLAZA, SUITE 1000, CORAL GABLES, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 49.7% of total clients.
Top client categories% of clientsClients
1
HNWI
49.7%
91
2
Individuals
48.1%
88
3
Pension Plans
2.2%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$318Mas of March 31, 2026
Discretionary100.0%
$318M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$318M
Total Accounts782
10Y AUM Change+$123M (+62.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee31:1
10Y Employee Change-2 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.