Also known as meira wealth
Meira Wealth is a wealth management firm based in Coral Gables, Florida, with roots dating to 1997. It reports about $223 million in assets under management. The firm provides financial planning and investment management for clients at different life stages and events, including building wealth, retirement, divorce, the death of a spouse or partner, receiving an inheritance and sudden wealth. It uses a financial discovery questionnaire to organize a client's full financial picture as the starting point for planning.
Public regulatory records matched to Meira Wealth from SEC and IRS filings.
Public filings matched to Meira Wealth across SEC, IRS, DOL and international registers — newest first.
Cross-referenced from the LPbacked Signal Feed.
Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.
Meira Wealth is a wealth manager based in Coral Gables, United States, managing approximately $223M in assets.
Meira Wealth is headquartered in Coral Gables, United States.
Meira Wealth manages approximately $223M in assets under management.
Meira Wealth was founded in 1997.
Verified contact details, key decision-makers, and investment preferences for Meira Wealth are available on LPbacked. Create a free account to access them.