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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MERITED WEALTH, LLC

CRD 299549

NORTH BAY VILLAGE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b0ac2ad8-c0ff-cead-66b5-a02e229e7f10

Data as of Aug 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 0
Observed: Feb 1, 2024 to Aug 14, 2026
10 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $186MItem 5.F on the latest filing (2026-08-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $186M
Private client RAUM: $176MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $46.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 463
Individual clients: 131
High net worth clients: 51
Custody, client assets: $0
SEC number: 801-129613
CRD: 299549
Filings on the tape: 10
First filed: Feb 1, 2024
Latest filed: Aug 14, 2026
Organised: Limited Liability Company, FL
Website: satwealthman.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
STEPHEN ANTHONY TAYLOR	Certified Financial Planner	NORTH BAY VILLAGE, FL	7	25	3	no
Giancarlo Lamourtte	Certified Financial Planner	NORTH BAY VILLAGE, FL	5	17	1	no
Jesus Arteaga	Certified Financial Planner	NORTH BAY VILLAGE, FL	3	16	2	no
SEAN STEPHEN PENDRAY	Chartered Financial Consultant	NORTH BAY VILLAGE, FL \| Pine Crest, FL	2	18	4	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
TAYLOR, STEPHEN, ANTHONY	MANAGER, CCO	D	yes	04/2004	Feb 1, 2024	Nov 19, 2024
Lamourtte, Giancarlo	Manager	Na	no	04/2024	Apr 8, 2024	Nov 19, 2024
Taylor, Susanne, Kreitman	Member	C	no	01/2024	Feb 1, 2024	Nov 19, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
PINE CREST	FL	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 11, 2026	$186M	$186M	8	4	1	n/a	n/a
2024	Mar 14, 2025	$143M	$143M	4	4	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$186M	$143M	29.8%	n/a	n/a	8	4	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	2	Dec 31, 2019	May 18, 2021	NORTH BAY VILLAGE, FL	Team lift out	Ibd to RIA	0.1%

Relationships

Registered with (5)

← SEAN STEPHEN PENDRAYAdvisorregistration: current employment
Jun 14, 2024 to presentfactForm ADV
← Jesus ArteagaAdvisorregistration: current employment
Feb 16, 2023 to presentfactForm ADV
← Giancarlo LamourtteAdvisorregistration: current employment
May 18, 2021 to presentfactForm ADV
← STEPHEN ANTHONY TAYLORAdvisorregistration: current employment
May 30, 2019 to presentfactForm ADV
← HOWARD ALLEN KRAMERAdvisorregistration: previous registration
Jul 7, 2021 to May 31, 2022factForm ADV

Controls (1)

← TAYLOR, STEPHEN, ANTHONYOwnerMANAGER, CCO, ownership code D, individual
Feb 1, 2024 to Nov 19, 2024factForm ADV

Owns (2)

← Lamourtte, GiancarloOwnerMANAGER, ownership code NA, individual
Apr 8, 2024 to Nov 19, 2024factForm ADV
← Taylor, Susanne, KreitmanOwnerMEMBER, ownership code C, individual
Feb 1, 2024 to Nov 19, 2024factForm ADV

Moved with (1)

← CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviser2 advisors, team lift out, same day
Dec 31, 2019 to May 18, 2021factForm ADV

Dated events

Occurred
Feb 1, 2024
First Form ADV filing
Merited Wealth, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago
Occurred
May 31, 2022
Advisor changed firm
Howard Allen Kramer left Merited Wealth, Llc for Commonwealth Financial Network (registered 2022-06-02)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b0ac2ad8-c0ff-cead-66b5-a02e229e7f10
First observed: Feb 1, 2024
Last observed: Aug 14, 2026 35 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MERITED WEALTH, LLC

CRD 299549

NORTH BAY VILLAGE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b0ac2ad8-c0ff-cead-66b5-a02e229e7f10

Data as of Aug 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:56 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

STEPHEN ANTHONY TAYLOR

Certified Financial Planner

NORTH BAY VILLAGE, FL

Giancarlo Lamourtte

Certified Financial Planner

NORTH BAY VILLAGE, FL

Jesus Arteaga

Certified Financial Planner

NORTH BAY VILLAGE, FL

SEAN STEPHEN PENDRAY

Chartered Financial Consultant

NORTH BAY VILLAGE, FL | Pine Crest, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

TAYLOR, STEPHEN, ANTHONY

MANAGER, CCO

yes

04/2004

Feb 1, 2024

Nov 19, 2024

Lamourtte, Giancarlo

Manager

04/2024

Apr 8, 2024

Nov 19, 2024

Taylor, Susanne, Kreitman

Member

01/2024

Feb 1, 2024

Nov 19, 2024

City

State

Country

Employees

Also broker-dealer

PINE CREST

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 11, 2026

$186M

n/a

2024

Mar 14, 2025

$143M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$186M

$143M

29.8%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Dec 31, 2019

May 18, 2021

NORTH BAY VILLAGE, FL

Team lift out

Ibd to RIA

0.1%