DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
M•••• W•••••
Legal name L•••• S• L•••••• C•••• P•
Latest filing Mar 31, 2026
First filing on the tape Mar 22, 2012 · 42 filings
SEC status approved since Jul 16, 1999
RAUM
$318M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
96%
$306M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$63.6M
derived; firm RAUM over IAPD count
Employees
6
5 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
42 filings and snapshots on the tape
RAUM$318M as of Mar 31, 2026
Mar 22, 2012$139M then
HNW client RAUM$254M as of Mar 31, 2026
Mar 28, 2018$158M then
State-registered IARs (5.B.3)5 as of Mar 31, 2026
Mar 22, 20120 then
Employees (5.A)6 as of Mar 31, 2026
Apr 1, 20136 then
Private funds: no history
RAUM +14% over the last fiscal year+12% a year over threeIARs 5 to 5
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $63.6MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 36derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.8MderivedHNW RAUM over HNW clients
- Average account
- $406,422derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 3.9%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.2derivedItem 5.A over advisors
- Advisors per office
- 1.7derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +14%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +2.3%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Custody
- $115M, 172 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$254M80%
- Individuals$51.9M16%
- Pension and profit-sharing plans$12.3M3.9%
- Individual clients
- 88reported
- HNW clients
- 91reported
- Pension plan clients
- 4reported
- Charitable clients
- n/areported
- Accounts
- 782reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $115M for 172 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.96 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J•••• P••••••Certified Financial Planner | Coral Gables, Fl | Nov 26, 2014 | 10 y | 0 |
| D•••••• A•• B••••••Certified Financial Planner | Coral Gables, Fl | May 9, 2019 | 10 y | 2 |
| R••••• K•••• H••••••Certified Financial Planner | Palm Beach Gardens, Fl | Nov 23, 2021 | 17 y | 1 |
| L•••• L••••• B••••Certified Financial Planner | Coral Gables, Fl | Jan 1, 2026 | 40 y | 1 |
| C••••••• M•••• F•••••••••Certified Financial Planner | Coral Gables, Fl | Jun 23, 2026 | 11 y | 4 |
Advisor movement
1 left, 2 joined in 12 months
net +1 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 20% of current headcount1 left over 36 months
Left, latest
- C•••••• D••••• M•••••• to W•••••• P•••••• C••••••May 19, 2026 · RIA to RIA
- P••••• H••••••• to T••• H•••••• L••Aug 9, 2021 · RIA to RIA
- C•••••• D••••• M•••••• to W••••• P••••••• C•••••• O• T••••Sep 23, 2016 · Other
- E••••• K••• F•••••• to W• F••••• O••••••Jan 27, 2012 · Other
- A••• J•••• W••••• to I••••••• S••••••••Dec 9, 2008 · Other
Joined, latest
- C••••••• M•••• F••••••••• from S••••Jun 23, 2026 · RIA to RIA
- L•••• L••••• B•••• from M••••• F•••••••• P•••••••• I•••Jan 1, 2026 · Other
- C•••••• D••••• M•••••• from H•••••••• A•••••••• L••Oct 3, 2023 · Affiliated broker-dealer or bank to independent RIA
- R••••• K•••• H•••••• from R•••••• J•••• F•••••••• S••••••• A•••••••• I••Nov 23, 2021 · Affiliated broker-dealer or bank to independent RIA
- D•••••• A•• B•••••• from C••••• A••••••• L••May 9, 2019 · Other
- P••••• H••••••• from U••••• C•••••• F•••••••• A•••••••Jan 27, 2015 · Other
- C•••••• D••••• M•••••• from D••• S••• F••••••••• I•••Jul 9, 2014 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B••••• L••••• L••••• · President/ Chief Compliance Officercontrolsince 01/1997 · owns 75% or more
- P••••••• J•••• · Principalcontrolsince 01/2018 · owns 10% to 25%
Related persons
Schedule D 7.A
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Coral Gables, Fl · principal | 5 | 2 | 0 | ||
| Lakeway, Tx | 0 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 747 to 782Feb 24, 2026 to Mar 31, 2026
- HNW clients · 120 to 91Feb 24, 2026 to Mar 31, 2026
- Individual clients · 55 to 88Feb 24, 2026 to Mar 31, 2026
- Assets in custody · $129M to $115MFeb 24, 2026 to Mar 31, 2026
- Discretionary RAUM · $280M to $318MFeb 24, 2026 to Mar 31, 2026
- HNW RAUM · $248M to $254MFeb 24, 2026 to Mar 31, 2026
- Individual RAUM · $20.6M to $51.9MFeb 24, 2026 to Mar 31, 2026
- Pension RAUM · $10.8M to $12.3MFeb 24, 2026 to Mar 31, 2026
- RAUM · $280M to $318MFeb 24, 2026 to Mar 31, 2026
- Legal name · L••••• L•••• S• C•• P• to L•••• S• L•••••• C•••• P•Mar 18, 2025 to Aug 30, 2025
- Accounts · 782 to 747Mar 22, 2024 to Mar 18, 2025
- Business name · M•••• to M•••• W•••••Mar 22, 2024 to Mar 18, 2025
- HNW clients · 74 to 120Mar 22, 2024 to Mar 18, 2025
- Individual clients · 111 to 55Mar 22, 2024 to Mar 18, 2025
- Pension plan clients · 10 to 4Mar 22, 2024 to Mar 18, 2025
- Assets in custody · $153M to $129MMar 22, 2024 to Mar 18, 2025
- Employees · 7 to 6Mar 22, 2024 to Mar 18, 2025
- Financial planning clients · 11-25 to 101-250Mar 22, 2024 to Mar 18, 2025
- HQ city · CORAL CABLES to CORAL GABLESMar 22, 2024 to Mar 18, 2025
- Other offices · 0 to 2Mar 22, 2024 to Mar 18, 2025
- Discretionary RAUM · $267M to $280MMar 22, 2024 to Mar 18, 2025
- HNW RAUM · $194M to $248MMar 22, 2024 to Mar 18, 2025
- Individual RAUM · $59.8M to $20.6MMar 22, 2024 to Mar 18, 2025
- Pension RAUM · $13.4M to $10.8MMar 22, 2024 to Mar 18, 2025
- RAUM · $267M to $280MMar 22, 2024 to Mar 18, 2025
- Accounts · 707 to 782Jan 24, 2024 to Mar 22, 2024
- HNW clients · 124 to 74Jan 24, 2024 to Mar 22, 2024
- Individual clients · 49 to 111Jan 24, 2024 to Mar 22, 2024
- Pension plan clients · 5 to 10Jan 24, 2024 to Mar 22, 2024
- Assets in custody · $56.6M to $153MJan 24, 2024 to Mar 22, 2024
- Discretionary RAUM · $223M to $267MJan 24, 2024 to Mar 22, 2024
- HNW RAUM · $203M to $194MJan 24, 2024 to Mar 22, 2024
- Individual RAUM · $11.6M to $59.8MJan 24, 2024 to Mar 22, 2024
- Pension RAUM · $8.5M to $13.4MJan 24, 2024 to Mar 22, 2024
- RAUM · $223M to $267MJan 24, 2024 to Mar 22, 2024
- Advisory employees · 4 to 5May 16, 2023 to Jan 24, 2024
- HQ city · MIAMI to CORAL CABLESMay 16, 2023 to Jan 24, 2024
- State-registered IARs · 4 to 5May 16, 2023 to Jan 24, 2024
- Accounts · 705 to 707Sep 15, 2022 to Mar 31, 2023
- HNW clients · 99 to 124Sep 15, 2022 to Mar 31, 2023
Signals
3 dated events
- C•••••• D••••• M•••••• left M•••• W••••• for W•••••• P•••••• C•••••• (registered 2026-05-04)May 19, 2026 · Advisor changed firm · fact
- Steven Gregory Cheng (Chief Executive Officer/Chief Compliance Officer) no longer on Schedule A of M•••• W••••• (listed 2023-05-16, absent 2024-01-24)Jan 24, 2024 · Control person left · inference
- Steven Gregory Cheng (Chief Executive Officer) appeared on Schedule A of M•••• W•••••Mar 30, 2021 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- advice@meirawealth.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 305-670-4440reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 305-670-4448reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 877-670-4440reportedpublished by the firm, firm site, Sep 17, 2026
- Website
- meirawealth.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 305-670-4440reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $63.6Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026