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SEC-registered adviser

M••••••••

Independent wealth managerCoral Gables, FloridaCRD 306237SEC 801-117687website IAPD

Legal name M•••••••• M•• L••

Latest filing Apr 28, 2026

First filing on the tape Oct 28, 2019 · 15 filings

SEC status approved since Nov 26, 2019

RAUM

$442M

reported, Item 5.F

Discretionary

0.0%

of RAUM

Private clients

100%

$442M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$221M

derived; firm RAUM over IAPD count

Employees

3 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

15 filings and snapshots on the tape

RAUM$442M as of Apr 28, 2026

May 5, 2020$149M then

HNW client RAUM$442M as of Apr 28, 2026

Mar 10, 2021$203M then

State-registered IARs (5.B.3)2 as of Apr 28, 2026

May 5, 20201 then

Employees (5.A)5 as of Apr 28, 2026

May 5, 20203 then

Private funds: no history

RAUM +8.6% over the last fiscal year+8.8% a year over threeIARs 2 to 2

Practice profile

derived from the filing of Apr 28, 2026; every figure names its basis

Archetypes, each a printed rule

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
UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M

RAUM per advisor: $221MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client: $63.1MderivedHNW RAUM over HNW clients
Average account: $2.9MderivedRAUM over accounts (5.F.2.f)
Discretionary: 0.0%derivedof RAUM
Institutional: 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 2.5derivedItem 5.A over advisors
Advisors per office: 1.0derived2 offices incl. principal (1.F.5)
RAUM growth, one year: +8.6%derivedbetween the last two annual amendments
Advisor growth, one year: +0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year: unknownderived
Compensation: percentage of assets, fixed fees, otherreportedItem 5.E
Advisory activities: portfolio management for individuals, selection of other advisers, otherreportedItem 5.G
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)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$442M100%

Individual clients: n/areported
HNW clients: 7reported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 152reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUM, fixedreported
Class basis: private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

2 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
A••••• R••••• D•••••••Chartered Financial Analyst	Coral Gables, Fl	Jun 30, 2023	11 y	0
A•••••• T•••• V•••	Andorra La Vella	Feb 7, 2024	13 y	0

Advisor movement

0 left, 0 joined in 12 months

net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

C•••••••• E•••••• · Member & Principalcontrol
since 09/2019 · owns 10% to 25%
T•••• V•••• A•••••• · Ccocontrol
since 01/2023 · owns less than 5%
M••••••• A••••• · Member
since 01/2024 · owns 5% to 10%

Entity owners

A••••••• L•• · Member
direct · owns 10% to 25%
M••••• S•• · Member
direct · owns 5% to 10%
R•••••• H•••••• S• · Member
direct · owns 10% to 25%
T•••• P••• L•• · Member
direct · owns 10% to 25%
Z••••• I••••••••• L•• · Member
direct · owns 10% to 25%
Z••••• T•••• · Managing Member
indirect · owns 75% or more of Z••••• I••••••••• L••

Related persons

Schedule D 7.A

C•••••• V••••• I••••••••• S••••••••• A•••• S•••
broker-dealern

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Coral Gables, Fl · principal	2	0	0

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

ADV anomalies

1 against comparable advisers; where to look, not conclusions

low discretionary shareStatic outlier · filing Apr 28, 2026
discretionary share of RAUM of 0% against a peer median of 100% (5678 comparable advisers, 0.0th percentile, 33.7 robust deviations)
peers: independent wealth managers, $100M to $500M (5,678) · 0.0% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 141 to 152
Jan 22, 2025 to Jan 28, 2026
Corporate clients · unset to 3.0
Jan 22, 2025 to Jan 28, 2026
HNW RAUM · $407M to $442M
Jan 22, 2025 to Jan 28, 2026
Non-discretionary RAUM · $407M to $442M
Jan 22, 2025 to Jan 28, 2026
RAUM · $407M to $442M
Jan 22, 2025 to Jan 28, 2026
Accounts · 139 to 141
Feb 7, 2024 to Jan 22, 2025
Financial planning clients · unset to
Feb 7, 2024 to Jan 22, 2025
State-registered IARs · 0 to 2
Feb 7, 2024 to Jan 22, 2025
HNW RAUM · $375M to $407M
Feb 7, 2024 to Jan 22, 2025
Non-discretionary RAUM · $375M to $407M
Feb 7, 2024 to Jan 22, 2025
RAUM · $375M to $407M
Feb 7, 2024 to Jan 22, 2025
Related broker-dealer · true to false
Feb 7, 2024 to Jan 22, 2025
Accounts · 162 to 139
Apr 27, 2023 to Feb 7, 2024
Advisory activities · 1 to 3
Apr 27, 2023 to Feb 7, 2024
HNW clients · 6 to 7
Apr 27, 2023 to Feb 7, 2024
Other offices · 2 to 1
Apr 27, 2023 to Feb 7, 2024
HNW RAUM · $343M to $375M
Apr 27, 2023 to Feb 7, 2024
Non-discretionary RAUM · $343M to $375M
Apr 27, 2023 to Feb 7, 2024
RAUM · $343M to $375M
Apr 27, 2023 to Feb 7, 2024
Advisory employees · 1 to 3
Mar 1, 2023 to Mar 29, 2023
Accounts · 71 to 162
Mar 10, 2022 to Feb 23, 2023
HNW clients · 5 to 6
Mar 10, 2022 to Feb 23, 2023
Employees · 604 to 5
Mar 10, 2022 to Feb 23, 2023
HQ city · MIAMI to CORAL GABLES
Mar 10, 2022 to Feb 23, 2023
HNW RAUM · $259M to $343M
Mar 10, 2022 to Feb 23, 2023
Non-discretionary RAUM · $259M to $343M
Mar 10, 2022 to Feb 23, 2023
RAUM · $259M to $343M
Mar 10, 2022 to Feb 23, 2023
Related broker-dealer · false to true
Mar 10, 2022 to Feb 23, 2023
Accounts · 44 to 71
Jun 15, 2021 to Mar 10, 2022
HNW clients · 4 to 5
Jun 15, 2021 to Mar 10, 2022
Employees · 3 to 604
Jun 15, 2021 to Mar 10, 2022
Other offices · 1 to 2
Jun 15, 2021 to Mar 10, 2022
HNW RAUM · $203M to $259M
Jun 15, 2021 to Mar 10, 2022
Non-discretionary RAUM · $203M to $259M
Jun 15, 2021 to Mar 10, 2022
RAUM · $203M to $259M
Jun 15, 2021 to Mar 10, 2022
Accounts · 21 to 44
Aug 10, 2020 to Mar 10, 2021
Corporate clients · 4.0 to unset
Aug 10, 2020 to Mar 10, 2021
HNW clients · unset to 4.0
Aug 10, 2020 to Mar 10, 2021
State-registered IARs · 1 to 0
Aug 10, 2020 to Mar 10, 2021
HNW RAUM · unset to 202976980.0
Aug 10, 2020 to Mar 10, 2021

Signals

4 dated events

Carlos Juan Riera (Chief Compliance Officer) no longer on Schedule A of Meridiana (listed 2023-02-23, absent 2023-03-01)
Mar 1, 2023 · Control person left · inference
A•••••• T•••• V••• (Cco) appeared on Schedule A of Meridiana
Mar 1, 2023 · Control person joined · fact
Felipe Juan Martinez (Member & Director) no longer on Schedule A of Meridiana (listed 2021-03-10, absent 2021-06-15)
Jun 15, 2021 · Control person left · inference
Meridiana filed its initial SEC registration (Form ADV)
Oct 28, 2019 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

Meridiana · Family Offices
shared crd · office

How to reach

public business contact points only, each with its source

Business email: i•••••••••@m•••••••••.comreportedpublished by the firm, firm site, Sep 17, 2026
Website: m•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: 305-448-0014reportedpublic record, Form ADV, Apr 28, 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: $221Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026