MERAKI ADVISORS LLC

Overview

Meraki Advisors LLC is an independent, owner-operated registered investment adviser that manages modestly sized, equity-heavy portfolios for individual and family clients. The firm’s advisory work centers on financial planning, discretionary portfolio management for individuals and small businesses, and the selection and oversight of external advisers and managers. Their investment posture favors exchange-traded instruments—both individual equities and ETFs—used as the primary building blocks of client portfolios, while selective allocations to third‑party alternative managers supplement core equity exposure. The firm charges clients on a mix of asset‑based fees and fixed fees and positions itself as a capital allocator when sourcing outside strategies. Meraki Advisors does not market itself as an active ESG investor and appears focused on direct, liquid market exposures for the bulk of client assets, with targeted use of less-liquid alternatives where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices