Manager · Merited Wealth, LLC
Giancarlo Lamourtte
CRD 6966375 · Named on Form ADV at one SEC-registered adviser
At a glance
Merited Wealth, LLC, an SEC-registered wealth manager based in North Bay Village, FL with $186 million in regulatory assets, lists Giancarlo Lamourtte on its Form ADV as Manager.
Firms and roles
- Merited Wealth, LLCManagerWealth manager · North Bay Village, FL · $186M in regulatory assets
AtlasMembers
Giancarlo’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Stephen A. TaylorManager, CCO, Merited Wealth, LLC
- Susanne K. TaylorMember, Merited Wealth, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Giancarlo’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.