Investment adviser · CRD 299549
MERITED WEALTH, LLC
Investment adviser filing (IA)
NORTH BAY VILLAGE, FL, United States · Form ADV filed Aug 14, 2026
- Regulatory AUM
- $186M Form ADV · Item 5.F
- Client accounts
- 463 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 51 | $132,060,183 | 70.9% |
| Individuals | 131 | $44,118,915 | 23.7% |
| Retirement plans | Fewer than 5 | $6,757,705 | 3.6% |
| Corporations & businesses | Fewer than 5 | $3,210,975 | 1.7% |
| Other clients | 1 | $46 | 0.0% |
Filing source
Form ADV 2125991 · Aug 14, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 14, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1666 79TH STREET CAUSEWAY, SUITE 501NORTH BAY VILLAGE, FL, 33141, United States
CRD 299549
Filing source
Form ADV 2125991 · Aug 14, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.