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Merited Wealth, LLC
MERITED WEALTH, LLC is an SEC-registered investment adviser in NORTH BAY VILLAGE, FL, registered since 2024. The firm manages $186 million in assets on a...
Overview
MERITED WEALTH, LLC is an SEC-registered investment adviser in NORTH BAY VILLAGE, FL, registered since 2024. The firm manages $186 million in assets on a discretionary basis. It has 8 employees and 4 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
North Bay Village
Corporate office
United States
Sector focus
Frequently asked questions
Does Merited Wealth participate in fund commitments or only direct deals?
The firm participates in both fund commitments and direct deals. Its strategy includes co-investments alongside external GPs, commitments to private funds, and club deals. The balance between direct and fund-based investing depends on the specific family client mandate.
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