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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 22, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Lamourtte, Giancarlo | I | MANAGER | NA | |
| Lamourtte, Giancarlo | I | MANAGER | NA | |
| Lamourtte, Giancarlo | I | MANAGER | NA | |
| Lamourtte, Giancarlo | I | MANAGER | NA | |
| Lamourtte, Giancarlo | I | MANAGER | NA | |
| Lamourtte, Giancarlo | I | MANAGER | NA | |
| TAYLOR, STEPHEN, ANTHONY | I | MANAGER, CCO | D | Control |
| TAYLOR, STEPHEN, ANTHONY | I | MANAGER, CCO | D | Control |
| TAYLOR, STEPHEN, ANTHONY | I | MANAGER, CCO | D | Control |
| TAYLOR, STEPHEN, ANTHONY | I | MANAGER, CCO | D | Control |
| TAYLOR, STEPHEN, ANTHONY | I | MANAGER, CCO | D | Control |
| TAYLOR, STEPHEN, ANTHONY | I | MANAGER, CCO | D | Control |
| TAYLOR, STEPHEN, ANTHONY | I | MANAGER, CCO | D | Control |
| Taylor, Susanne, Kreitman | I | MEMBER | C | |
| Taylor, Susanne, Kreitman | I | MEMBER | C | |
| Taylor, Susanne, Kreitman | I | MEMBER | C | |
| Taylor, Susanne, Kreitman | I | MEMBER | C | |
| Taylor, Susanne, Kreitman | I | MEMBER | C | |
| Taylor, Susanne, Kreitman | I | MEMBER | C | |
| Taylor, Susanne, Kreitman | I | MEMBER | C |
Registrations
Federal
IA
Sep 22, 2025 REGISTERED
Notice Filings (3)
FL TX WI
Address
1666 79TH STREET CAUSEWAYSUITE 501
NORTH BAY VILLAGE, FL 33141
United States
Phone: 305.722.0091