Merited Wealth, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 299549
- SEC number
- 801-129613
- Firm type
- RIA
- Assets under management
- $186.1M as of Jun 15, 2026
- Website
- satwealthman.com ↗
- Phone
- 305.722.0091
- Address
- 1666 79th Street Causeway, North Bay Village, FL, 33141
Advisors at this firm
4 in our index · page 1 of 1
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Jesus ArteagaCRD 4247534 · North Bay Village, FLIA RegisteredRegistration inactive
-
Giancarlo LamourtteCRD 6966375 · North Bay Village, FLIA Registered
-
Sean Stephen PendrayCRD 2465849 · Pine Crest, FLIA RegisteredRegistration inactive
-
Stephen Anthony TaylorCRD 4448432 · North Bay Village, FLIA RegisteredRegistration inactive
1–4 of 4
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 299549 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.