MERITED WEALTH, LLC
CRD #299549 SEC #801-129613 NORTH BAY VILLAGE, FL 305.722.0091
SEC Registered
Total AUM
$143.4M
Discretionary
$143.4M
Employees
6
Clients
51
Accounts
783
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $143.4M | $143.4M | $0 | 6 | 0 |
| Aug 2025 | $143.4M | $143.4M | $0 | 6 | 0 |
| Mar 2025 | $143.4M | $143.4M | $0 | 4 | 0 |
| Nov 2024 | $105.7M | $105.7M | $0 | 4 | 1 |
| Jul 2024 | $105.7M | $105.7M | $0 | 4 | 1 |
| Apr 2024 | $105.7M | $105.7M | $0 | 3 | 1 |
| Feb 2024 | $105.7M | $105.7M | $0 | 3 | 1 |
DateSep 2025
Total AUM$143.4M
Discretionary$143.4M
Non-Disc.$0
Employees6
Clients0
DateAug 2025
Total AUM$143.4M
Discretionary$143.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$143.4M
Discretionary$143.4M
Non-Disc.$0
Employees4
Clients0
DateNov 2024
Total AUM$105.7M
Discretionary$105.7M
Non-Disc.$0
Employees4
Clients1
DateJul 2024
Total AUM$105.7M
Discretionary$105.7M
Non-Disc.$0
Employees4
Clients1
DateApr 2024
Total AUM$105.7M
Discretionary$105.7M
Non-Disc.$0
Employees3
Clients1
DateFeb 2024
Total AUM$105.7M
Discretionary$105.7M
Non-Disc.$0
Employees3
Clients1