Wealth manager, independent · Coral Gables, FL
Meridiana
Meridiana MFO LLC · SEC-registered investment adviser · CRD 306237 · SEC 801-117687
At a glance
Meridiana is an SEC-registered investment adviser based in Coral Gables, Florida, with $442 million in regulatory assets under management as of its Form ADV filed April 28, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 7 individual clients. By Form ADV it is a wealth manager, ranked 3,213th of 8,915 wealth managers and 8,353rd of 17,210 SEC-registered advisers by assets.
Main office 305-448-0014meridiana-mfo.comAs filed on Form ADV
- Regulatory AUM
- $442M
- Rank among wealth managers
- #3,213 of 8,915
- Rank among all SEC RIAs
- #8,353 of 17,210
- Rank in Florida
- #452 of 1,090
- Individual clients
- 7
- High-net-worth clients
- 7
- Accounts
- 152
- Discretionary
- 0% of AUM
- Employees
- 5
- Advisory staff
- 3
- Offices
- 2
Owners and executives on its Form ADV
- Enrique CarrilloMember & Principal
- Ariadna Tomas VilaCCO
- Andrea MerchanMember
Custody and brokerage
4 custodians
- Merrill / Bank of America$91M27%
- Banco Santander$89M27%
- J.P. Morgan$82M25%
- Morgan Stanley$71M21%
Other RIAs using Merrill / Bank of AmericaOther multi-custodian RIAs
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 7 | $442M | 100% |
| Corporations or other businesses | 3 | $0M | 0% |
Disciplinary disclosures
Meridiana reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗meridiana-mfo.com ↗
AtlasMembers
The full record on Meridiana
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 6 years of filings
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- Growth over one, three and five years
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- Rank against 5,768 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Meridiana manage?
Meridiana reports $442 million in regulatory assets under management across 152 accounts, on its Form ADV filed April 28, 2026.
What kind of firm is Meridiana?
Meridiana is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Meridiana’s clients?
By assets, its largest client types are high-net-worth individuals ($442 million, 7 clients); corporations or other businesses ($0, 3 clients).
Does Meridiana have any disciplinary history?
Meridiana reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Meridiana’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-28), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →