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Merited Wealth, LLC

EST. AUM
$186,147,824

CONTACTS

CLIENT ACCOUNTS
463

Firm Details

Metro area Miami
CRD Number 299549
Website meritedwealth.com
Client types

Overview

Merited Wealth, LLC is an independent, fiduciary Registered Investment Adviser serving families, business owners, and corporate executives. The firm provides comprehensive financial planning, investment management, retirement planning, estate planning, and business owner planning through a personalized, tax-aware approach. Led by CFP® professionals, Merited Wealth coordinates with clients' CPAs and attorneys to deliver integrated financial strategies focused on long-term wealth preservation and growth. The firm emphasizes transparent fees, evidence-based investing, and ongoing client relationships designed to simplify complex financial decisions and provide lasting financial confidence.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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