# MERITED WEALTH, LLC

MERITED WEALTH, LLC of NORTH BAY VILLAGE, FL is an SEC-registered investment adviser.

## Registration

- CRD: 299549
- Type: SEC-registered investment adviser
- SEC file number: 801-129613
- Location: 1666 79TH STREET CAUSEWAY, SUITE 501, NORTH BAY VILLAGE, FL, 33141
- Phone: 305.722.0091
- Latest filing: 2026-06-15
- Regulatory AUM: $186.1M
- Discretionary AUM: $185.9M
- Non-discretionary AUM: $206K
- Clients: 8
- Accounts: 463

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Stephen Anthony Taylor | MANAGER, CCO | — |
| Susanne Kreitman Taylor | MEMBER | — |
| Giancarlo Lamourtte | MANAGER | — |
| TAYLOR MICAH ANTHONY | MANAGER, CCO | — |
| Taylor Susanne Kreitman | MEMBER | — |
| Lamourtte Giancarlo | MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299549/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299549/similar
- Related entities: https://search.stillhousedata.com/firm/299549/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299549

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.