MERAKI ADVISORS LLC

MERAKI ADVISORS LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 286274). Regulatory assets under management: $28.7M.

Registration

• CRD: 286274
• Type: Registered investment adviser
• Location: 7616 LBJ FREEWAY, DALLAS, TX, 75251
• Phone: 214-206-5198
• Latest filing: 2026-03-28
• Regulatory AUM: $28.7M
• Discretionary AUM: $28.7M
• Clients: 1
• Accounts: 45

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 286274 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search