RIA Intelligence

LUBITZ LINDA S CFP PA

Legal name: MEIRA WEALTH

CRD #108648 SEC #801-56677 CORAL GABLES, FL 305-670-4440
SEC Registered
Total AUM
$279.6M
Discretionary
$279.6M
Employees
6
Clients
101
Accounts
747

AUM Over Time

DateAug 2025
Total AUM$279.6M
Discretionary$279.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$279.6M
Discretionary$279.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$267.3M
Discretionary$267.3M
Non-Disc.$0
Employees7
Clients8
DateJan 2024
Total AUM$223.4M
Discretionary$223.4M
Non-Disc.$0
Employees7
Clients0
DateMay 2023
Total AUM$223.4M
Discretionary$223.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$223.4M
Discretionary$223.4M
Non-Disc.$0
Employees7
Clients0
DateSep 2022
Total AUM$246.9M
Discretionary$246.9M
Non-Disc.$0
Employees6
Clients0
DateJun 2022
Total AUM$246.9M
Discretionary$246.9M
Non-Disc.$0
Employees6
Clients0
DateApr 2022
Total AUM$246.9M
Discretionary$246.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$246.9M
Discretionary$246.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$246.5M
Discretionary$246.5M
Non-Disc.$17.4K
Employees6
Clients0
DateOct 2021
Total AUM$220M
Discretionary$220M
Non-Disc.$0
Employees5
Clients0
DateSep 2021
Total AUM$220M
Discretionary$220M
Non-Disc.$0
Employees5
Clients0
DateMay 2021
Total AUM$220M
Discretionary$220M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$220M
Discretionary$220M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$215.3M
Discretionary$215.3M
Non-Disc.$0
Employees7
Clients0
DateJul 2020
Total AUM$215.3M
Discretionary$215.3M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$215.3M
Discretionary$215.3M
Non-Disc.$0
Employees7
Clients0
DateApr 2020
Total AUM$215.3M
Discretionary$215.3M
Non-Disc.$0
Employees7
Clients0
DateJan 2020
Total AUM$215.2M
Discretionary$215.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$215.2M
Discretionary$215.2M
Non-Disc.$0
Employees7
Clients0
DateNov 2018
Total AUM$215.8M
Discretionary$215.8M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$215.8M
Discretionary$215.8M
Non-Disc.$0
Employees8
Clients0
DateSep 2017
Total AUM$195.3M
Discretionary$195.3M
Non-Disc.$0
Employees8
Clients126
DateMar 2017
Total AUM$195.3M
Discretionary$195.3M
Non-Disc.$0
Employees8
Clients126
DateMar 2016
Total AUM$179.9M
Discretionary$179.9M
Non-Disc.$0
Employees8
Clients150
DateMar 2015
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees8
Clients100
DateMar 2015
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees8
Clients100
DateJan 2015
Total AUM$165M
Discretionary$165M
Non-Disc.$8.8K
Employees6
Clients136
DateJan 2015
Total AUM$165M
Discretionary$165M
Non-Disc.$8.8K
Employees6
Clients136
DateNov 2014
Total AUM$165M
Discretionary$165M
Non-Disc.$8.8K
Employees6
Clients136
DateOct 2014
Total AUM$165M
Discretionary$165M
Non-Disc.$8.8K
Employees6
Clients136
DateMar 2014
Total AUM$165M
Discretionary$165M
Non-Disc.$8.8K
Employees6
Clients136
DateDec 2013
Total AUM$149.4M
Discretionary$149.4M
Non-Disc.$0
Employees6
Clients118
DateSep 2013
Total AUM$149.4M
Discretionary$149.4M
Non-Disc.$0
Employees6
Clients118
DateApr 2013
Total AUM$149.4M
Discretionary$149.4M
Non-Disc.$0
Employees6
Clients118
DateApr 2013
Total AUM$149.4M
Discretionary$149.4M
Non-Disc.$0
Employees6
Clients118
DateMar 2012
Total AUM$139.4M
Discretionary$139.4M
Non-Disc.$0
Employees6
Clients200
DateMar 2012
Total AUM$139.4M
Discretionary$139.4M
Non-Disc.$0
Employees6
Clients200
DateMar 2011
Total AUM$141.5M
Discretionary$141.5M
Non-Disc.$0
Employees10
Clients--
DateApr 2010
Total AUM$127.5M
Discretionary$127.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$127.5M
Discretionary$127.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$108.8M
Discretionary$106M
Non-Disc.$2.8M
Employees10
Clients--
DateMar 2009
Total AUM$108.8M
Discretionary$106M
Non-Disc.$2.8M
Employees10
Clients--
DateMay 2007
Total AUM$133M
Discretionary$133M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$34.1M
Discretionary$34M
Non-Disc.$100K
Employees5
Clients--
DateDec 2003
Total AUM$61.2M
Discretionary$0
Non-Disc.$61.2M
Employees5
Clients--
DateMar 2002
Total AUM$72.3M
Discretionary$72.3M
Non-Disc.$0
Employees5
Clients--