Merited Wealth, LLC
● SEC registered since 2024CRD 299549SEC# 801-129613North Bay Village, FL
Reg. AUM
$186.1M
Employees
8
Accounts
463
Location
North Bay Village, FL
About Merited Wealth
Merited Wealth is a registered investment adviser offering financial planning and investment management intended to simplify complex finances. It uses a discover-strategize-partner process for families and business owners, with relationship-focused guidance aimed at clarity, confidence, and lasting financial success.
Summary based on the firm’s website.
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 $186.1 million in regulatory assets under management and employs 8 people.
Merited Wealth, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Giancarlo Lamourtte | Manager | 5-10% | 2024 |
| Stephen Anthony Taylor Control | Manager, Cco | 50-75% | 2004 |
| Susanne Kreitman Taylor | Member | 25-50% | 2024 |
Frequently asked questions
How much does Merited Wealth, LLC manage?
Merited Wealth, LLC reports $186.1 million in regulatory assets under management on its Form ADV.
How many employees does Merited Wealth, LLC have?
Merited Wealth, LLC reports 8 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
| Address | 1666 79th Street Causeway, Suite 501, North Bay Village, FL 33141 |
| Phone | 305.722.0091 |
| Fax | 305.290.3382 |
| Office hours | 9:30 - 4:00 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$186.1M▲ 30%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,369 advisers
EmployeesTop 47%
More than 53% of 16,804 advisers
Assets under management
$186.1Mregulatory AUM
Discretionary $185.9MNon-discretionary $206K