MERITED WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$186,147,824
Discretionary
$185,941,867
Non-discretionary
$205,957
Firm details
- CRD number
- 299549
- SEC file number
- 801-129613
- Main office
- NORTH BAY VILLAGE, FL, United States
- Employees
- 8
- SEC status
- Approved
- Website
- http://satwealthman.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.