# Merino Wealth Management

Merino Wealth Management is a RIA based in Chicago.

## Overview

- **Organization type:** RIA
- **Headquarters:** Chicago
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** merinowealth.com
- **LinkedIn:** https://www.linkedin.com/company/merino-wealth-management

## Regulatory record

- **CRD number:** 317535
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317535

## About

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.

## People

- Jessica Merino — CFP, CIMA — Founder & Lead Advisor

## 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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- [ABAYA Wealth Management](https://altss.com/profile/abaya-wealth-management-llc)
- [Crosspoint One Capital](https://altss.com/profile/crosspoint-one-capital-llc)

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Last updated: 2026-08-11T15:07:26.757Z

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