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MEIRA WEALTH

CORAL GABLES, FL · CRD 108648 · IAPD ↗ · meirawealth.com · 305-670-4440

$317.8MRegulatory AUM
5Advisory reps
6Employees
0Clients
101-250Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — MEIRA WEALTH notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
April 2025 — MEIRA WEALTH moved its main office from CORAL CABLES, FL to CORAL GABLES, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
April 2025 — MEIRA WEALTH added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2025 — MEIRA WEALTH reports 101-250 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
58
April 2024 — MEIRA is now doing business as MEIRA WEALTH.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
45
February 2024 — MEIRA moved its main office from MIAMI, FL to CORAL CABLES, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.