MERITED WEALTH, LLC

NORTH BAY VILLAGE, Florida·3 registered advisors·CRD# 299549
SEC# 801-1296131305.722.0091
01

Firm Overview

AUM
$106M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MERITED WEALTH, LLC

3 registered advisors
Giancarlo Lamourtte
NORTH BAY VILLAGE, Florida
Stephen Anthony Taylor
NORTH BAY VILLAGE, Florida
Susanne Kreitman Taylor
NORTH BAY VILLAGE, Florida
05

Office Locations

NORTH BAY VILLAGE, Florida
3 advisors

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Data sourced from SEC Form ADV filings. MERITED WEALTH, LLC (CRD# 299549) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.