SourcingSourcing

MERITED WEALTH, LLC

C38
CRD 299549·SEC 801-129613·NORTH BAY VILLAGE, FL
AUM
$186.1M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$558K
@ 30% margin
Est. Deal Value
$4.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MERITED WEALTH, LLC
CRD
299549
SEC file #
801-129613
EIN
200891690
DBA names
—

Economics

AUM
$186.1M
AUM band
$100M-$500M
AUM trajectory
'25'26
$143.4M → $186.1M▲ +30%
Client mix
Individuals Other131
Individuals High Net Worth51
Pension Profit Sharing Plans2
Corporations1
Other1

Operations

Employees (total)
8
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
NORTH BAY VILLAGE FL
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/11/2026
ADV-W filed at
—
Website
satwealthman.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TAYLOR, STEPHEN, ANTHONY
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
TAYLOR, STEPHEN, ANTHONY
Taylor, Susanne, Kreitman
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SATWEALTHMAN.COM
Rdap Domain Creation Date
2017-03-03T16:06:36Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002123943
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2026-03-26
Edgar Last Filing Date
2026-04-24
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-04-24
Accession0001214659-26-005067

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2033
Soi Zip Pct 200k Plus
0.0969
Soi Zip Returns 200k Plus
1820
Soi Zip Total AGI
3,140,125
Fdic Zip Total Deposits
17,536,609,000
Fdic Zip Branch Count
180
Fdic Zip Top Banks
City National Bank of Florida
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
1666 79TH STREET CAUSEWAY, SUITE 501NORTH BAY VILLAGE, FL 33141
Business
1666 79TH STREET CAUSEWAY, SUITE 501NORTH BAY VILLAGE, FL 33141
Edgar EIN
200891690
Edgar Recent Filings
13F-HR2026-04-24 · 0001214659-26-005067
N-PX2026-03-27 · 0001214659-26-003872
Fdic Zip Branches Raw
City National Bank of FloridaMiami Beach, FL
Capital BankNorth Bay Village, FL
Fdic Zip HHI
1539.47
Fdic Zip Top Bank Share Pct
26.38
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-03T16:06:36Z
Rdap Domain Last Changed
2026-03-04T18:17:39Z
Rdap Nameservers
Ns37.domaincontrol.comNs38.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI79,936
Returns6,570
Stub 2
AGI162,946
Returns4,490
Stub 3
AGI153,152
Returns2,500
Soi Zip Total Business Income
99,118
Soi Zip Total Cap Gains
704,152
Soi Zip Total Dividends
126,804
Soi Zip Total Returns
18,790
Top Owner CRD
4448432
Trust Company Affiliate
No

People (5)

5
TAYLOR, STEPHEN, ANTHONY
IAR · Direct Owner · 62.5%
4448432
Taylor, Susanne, Kreitman
Direct Owner · 37.5%
7073465
Lamourtte, Giancarlo
IAR · Direct Owner · 7.5%
6966375
Jesus Arteaga
IAR
4247534
SEAN STEPHEN PENDRAY
IAR
2465849