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MERITED WEALTH, LLC

NORTH BAY VILLAGE, FL · CRD 299549 · IAPD ↗ · satwealthman.com · 305.722.0091

$186.1MRegulatory AUM
4Advisory reps
8Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — MERITED WEALTH, LLC reported RAUM up 30% ($143.4M -> $186.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
April 2025 — MERITED WEALTH, LLC reported RAUM up 36% ($105.7M -> $143.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
25
August 2024 — MERITED WEALTH, LLC changed its website from meritedwealth.com to satwealthman.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
August 2024 — MERITED WEALTH, LLC notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
March 2024 — MERITED WEALTH, LLC (NORTH BAY VILLAGE, FL) is newly SEC-registered with $105.7M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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