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- Custodian
- Assetmark ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-30-2019
- Office Locations
- 2
Office Locations
About Merited Wealth, LLC
Merited Wealth is an independent Miami-area RIA providing coordinated wealth management and holistic financial planning for families, business owners, and corporate leaders, including guidance on equity compensation and tax-smart liquidity/exit planning. The team pairs investment management with risk management and insurance/estate coordination to help clients grow and protect wealth. Custody includes Fidelity/NFS and Pershing, with planning supported by platforms such as eMoney and Pontera.
Reported data analysis
What the numbers show
Between September 22, 2025 and June 15, 2026, reported AUM increased 29.8%, from $143.4M to $186.1M.
Across 3 reported observations, AUM increased 76.1% between November 19, 2024 and June 15, 2026, from $105.7M to $186.1M.
Of the latest reported AUM, 99.9% is discretionary and 0.1% is non-discretionary.
The firm reports 4 advisory representatives and 186 clients, or 46.5 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 2 reported office locations and 7 years in operation. The source data was last updated on June 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Merited Wealth, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEPHEN ANTHONY TAYLOR
Chief Compliance Officer, Investment Advisor, Manager
- CRD
- #4448432
- Ownership
- 50% but less than 75%
Susanne Kreitman Taylor
Wealth Advisor
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Jesus Arteaga
Partner
- CRD
- #4247534
SEAN STEPHEN PENDRAY
Senior Advisor
- CRD
- #2465849
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $185,941,867 | $403,345 |
| Non-Discretionary | $205,957 | $102,979 |
| Total | $186,147,824 | $402,047 |
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Separately Managed Accounts
SMA allocation detail is available
Merited Wealth, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
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Merited Wealth, LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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