NORTH BAY VILLAGE, FLCRD 299549Latest ADV March 11, 2026
Merited Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in North Bay Village, FL. Its latest Form ADV filing, dated March 11, 2026, reports $186M in regulatory assets under management, 8 employees, 1 office, and 463 accounts.
Assets Under Management
$186M
Employees
8
Offices
1 office
Total Clients
186
Primary office
NORTH BAY VILLAGE, FL
1666 79TH STREET CAUSEWAY, SUITE 501, NORTH BAY VILLAGE, 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 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.4% of total clients.
Top client categories% of clientsClients
1
Individuals
70.4%
131
2
HNWI
27.4%
51
3
Pension Plans
1.1%
2
4
Corporations
0.5%
1
5
UNASSIGNED
0.5%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$186Mas of March 11, 2026
Discretionary99.9%
$186M
100% of total RAUM99.9%
Non-discretionary0.1%
$206K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$186M
Total Accounts463
10Y AUM Change+$80M (+76.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee23:1
10Y Employee Change+5 (+166.7%)
* 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.