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- Custodian
- Assetmark ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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