MERINO WEALTH MANAGEMENT

MERINO WEALTH MANAGEMENT of GLENVIEW, IL is an SEC-registered investment adviser (CRD 317535). Regulatory assets under management: $47.2M.

Registration

• CRD: 317535
• Type: Registered investment adviser
• Location: 2700 PATRIOT BOULEVARD, GLENVIEW, IL, 60026
• Phone: 312-809-1109
• Latest filing: 2026-07-28
• Regulatory AUM: $47.2M
• Discretionary AUM: $47.2M
• Clients: 2
• Accounts: 399

Business model

Compensation: % of AUM, Hourly, 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 317535 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search