CORAL GABLES, FLCRD 306237Latest ADV April 28, 2026
Meridiana is an SEC registered investment adviser organized as a limited liability company with a primary office location in Coral Gables, FL. Its latest Form ADV filing, dated April 28, 2026, reports $442M in regulatory assets under management, 5 employees, 1 office, and 152 accounts.
Assets Under Management
$442M
Employees
5
Offices
1 office
Total Clients
10
Primary office
CORAL GABLES, FL
2600 S. DOUGLAS RD., SUITE 908, CORAL GABLES, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 70.0% of total clients.
Top client categories% of clientsClients
1
HNWI
70.0%
7
2
Corporations
30.0%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$442Mas of April 28, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$442M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$442M
Total Accounts152
10Y AUM Change+$442M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee2:1
10Y Employee Change+2 (+66.7%)
* 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.