$47.2M Total AUM
$47.2M Disc. AUM
-- 3Y CAGR
2 Employees
88 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Horizon alpha
- Established Date
- 02-14-2022
- Office Locations
- 2
Office Locations
2700 Patriot Boulevard Suite 250 Glenview IL
-- Cumming GA
About Merino Wealth Management
Merino Wealth is a fee-only financial advisory firm led by a CERTIFIED FINANCIAL PLANNER™ providing holistic planning and portfolio guidance—retirement, cash flow, insurance, education funding, and employee-benefits advice. The firm is especially focused on Gen X, Xennial, and Millennial female entrepreneurs, and incorporates ethical and gender-lens investing; services are available remotely.
Team overview
-- AVG AGE
$23.6M AVG AUM / ADVISOR
$536.1K AVG AUM / CLIENT
2.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Harbor legacy
Client Personas
Zenith legacy Vector
CRM
Vital ember
Custodian
Matrix Value optima Pioneer eagle Crest Unison
Investment Themes
Value Matrix Eagle catalyst Eagle focus Delta oak
Investment Vehicles
Signal crest
Platform
Ember crest
Services
Foundation Eagle Insight prime Vertex North Focus prime Delta bridge Delta Delta ember Ember
Technology
Eagle value
Owner & Executives
JESSICA LARA MERINO
Chief Compliance Officer, Financial Advisor, President
- CRD
- #4821818
- Ownership
- 75% or more
(788) 429-1519
prime.glacier@vertexcapital.com
in linkedin.com/in/peak-wave
Showing 1 of 1 owners & executives
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H
Heather Ashworth Failla
--
- CRD
- #2315417
(971) 533-4021
bridge.ember@northcapital.com
in linkedin.com/in/fusion-unison
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,181,094 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,181,094 | -- |
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Separately Managed Accounts
Total SMA Asset: $47,181,094
Public Funds:
28.8% Equity - Exchange:
53.8% Cash:
17.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $620,395,953 | 28.8% |
| Equity - Exchange | $1,158,934,106 | 53.8% |
| Cash | $374,822,555 | 17.4% |
| Total | $2,154,152,614 | 100.0% |