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Meira Wealth

Meira Wealth. CRD 108648

M

CRD: 108648

Meira Wealth

Coral Gables, FL, 33134
3056704440
www.meirawealth.com
$317.8M Total AUM
$317.8M Disc. AUM
7.5% 3Y CAGR
6 Employees
183 ADV. Clients
27 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS
Clients
Retail and Institutional
Platforms
QuantumCatalyst eagle +more
Established Date
07-16-1999
Office Locations
1

Office Locations

121 Alhambra Plaza Suite 1000 Coral Gables FL

About Meira Wealth

Meira Wealth is an independent advisory firm providing financial planning and investment management, creating client roadmaps for life’s defining financial moments. The team supports retail and institutional relationships with planning services such as tax and estate coordination and insurance guidance, and invests primarily via public funds and ETFs with an asset-allocation and risk-management lens (including select alternatives). Custodied with Schwab and Fidelity/NFS.

Team overview

46 AVG AGE
$63.6M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
10.7 yrs AVG TENURE
6 Employees
5 Advisory Reps
5 RIA Reps
27yrs Firm Age

Insights

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Asset Classes

Wave harbor Value capital Pathway Meridian Foundation Foundation vector Eagle insight

Custodian

Element north Focus fusion Capital timber Eagle Zenith Wave

Investment Themes

Insight Harbor legacy Peak optima

Investment Vehicles

Vital prime

Platform

Capital Eagle

Services

Focus Beacon foundation Focus Fusion pioneer Peak Unison legacy

Technology

Bridge harbor North catalyst Harbor quantum Summit pathway

Owner & Executives

JORGE PADILLA

JORGE PADILLA

Chief Compliance Officer, Chief Executive Officer, Client Advisor, President

CRD
#5903778
Ownership
Less than 5%
(696) 713-8031
atlas.foundation@optimacapital.com
in linkedin.com/in/focus-bridge

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Contacts

DEBORAH ANN BADILLO

DEBORAH ANN BADILLO

Client Advisor

CRD
#6343136
(969) 676-8006
beacon.atlas@meridiancapital.com
in linkedin.com/in/summit-beacon
LINDA LUBITZ BOONE

LINDA LUBITZ BOONE

President

CRD
#1240376
(483) 647-6624
vital.peak@optimacapital.com
in linkedin.com/in/element-bridge
E

Eagle beacon

Matrix pioneer

CRD
#91656
(606) 421-5700
element.north@horizoncapital.com
in linkedin.com/in/vector-insight

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-15-2022
05-16-2023
03-22-2024
08-30-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $317,822,212 $406,422
Non-Discretionary $0 --
Total $317,822,212 $406,422

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Separately Managed Accounts

Total SMA Asset: $317,822,212

$317.8M Total SMA
Public Funds:
5.2%
Cash:
9.1%
Equity - Exchange:
24.3%
Private Funds:
11.6%
Other:
5.1%
Corporate - Investment Grade:
15.4%
Municipal Bonds:
6.6%
U.S. Government/Agency:
22.7%
Asset class Assets Assets %
Public Funds $140,023,328 5.2%
Cash $245,040,823 9.1%
Equity - Exchange $654,339,781 24.3%
Private Funds $312,359,731 11.6%
Other $137,330,571 5.1%
Corporate - Investment Grade $414,684,470 15.4%
Municipal Bonds $177,721,916 6.6%
U.S. Government/Agency $611,255,681 22.7%
Total $2,692,756,301 100.0%

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