Merited Wealth, Llc
- Regulatory AUM
- $186M
- Discretionary
- $186M
- Clients
- 186
- Avg AUM / client
- $1.0M
- Accounts
- 463
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Jun 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 131 | $44.1M | 23.7% |
| High net worth individuals | 51 | $132M | 70.9% |
| Pension and profit sharing plans | 2 | $6.8M | 3.63% |
| Corporations and other businesses | 1 | $3.2M | 1.72% |
| Other | 1 | $46 | 0.0% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stephen Anthony Taylor | Manager, Cco | CFP | Apr 2004 (22y) | 50% – 75% |
| Giancarlo Lamourtte | Manager | CFP | May 2021 (5y) | Less than 5% |
| Taylor, Susanne, Kreitman | Member | Jan 2024 (3y) | 25% – 50% | |
| Jesus Arteaga | Registered representative | CFP | Feb 2023 (3y) | |
| Sean Stephen Pendray | Registered representative | Chartered Financial Consultant | Jun 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/15/2026 | 963 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fidelity Brokerage Services $139M (75% of AUM) Jun 2026
- Assetmark Trust Company $27.7M (15% of AUM) Jun 2026
- Pershing $7.0M (5% of AUM) Sep 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 15, 2026.
View current Form ADV (SEC/IAPD) ↗