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Merino Wealth Management
Merino Wealth is a boutique, fee-only advisory firm that specializes in equity compensation, with a particular focus on professional women earning it at scale.
Overview
Merino Wealth is a boutique, fee-only advisory firm that specializes in equity compensation, with a particular focus on professional women earning it at scale. It is a fiduciary firm founded and led by Jessica Merino, CFP, CIMA. The firm connects equity compensation to the rest of clients' financial lives through ongoing advisory relationships.
General information
Firm type
RIA
Year founded
2016
Location
City
Chicago
Principals
Jessica Merino
CFP, CIMA — Founder & Lead Advisor
Frequently asked questions
Does Merino Wealth Management invest in external funds or direct deals?
There is no public information on Merino Wealth Management's investment approach — whether it commits to external funds, makes direct investments, or uses alternative structures like SPVs or co-investments.
What sectors does Merino Wealth Management target?
No sector preferences have been publicly documented. The firm's website or any media coverage does not specify target industries or geographies.
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