MERITED WEALTH, LLC

CRD 299549File 801-129613

APPROVED

Retail clients

Filing as of Aug 14, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$186.1M

Bottom 25% of cohort (national)

Discretionary AUM

$185.9M

Non-discretionary $206K

Clients

185

463 accounts

Employees

Below cohort median in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Feb 29, 2024
Principal office: 1666 79TH STREET CAUSEWAY, SUITE 501, NORTH BAY VILLAGE, FL, 33141
Phone: 305.722.0091
Website: http://satwealthman.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $186.1M
Discretionary AUM: $185.9M
Non-discretionary AUM: $206K
Discretionary accounts: 461
Non-discretionary accounts: 2
Total accounts: 463
AUM per client: $1.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$3.2M
High net worth individuals	51	$132.1M
Pension and profit sharing plans	Fewer than 5	$6.8M
Individuals (other than high net worth individuals)	131	$44.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	186	185
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.