Merited Wealth, LLC

$186.1MAssets under management
as of Aug 2026 · SEC Form ADV
North Bay Village, FL
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Tech stack

No one at Merited Wealth, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
AssetMark
Per Form ADV · $82M held · filed Nov 2024
Fidelity
Per Form ADV · $6M held · filed Nov 2024
Pershing
Per Form ADV · $1M held · filed Nov 2024