Merino Wealth Management
Firm details
- Headquarters
- Glenview, Illinois
- CRD number
- 317535
- Website
- www.merinowealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals63.63%
- HNWI35.14%
- Pension & Profit Sharing Plans1.23%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Merino Wealth Management is an independent, corporate-structured registered investment adviser that serves individuals, families and some institutional clients. The firm offers traditional advisory services — financial planning, portfolio management for individuals and small businesses, and selection of outside advisers — and operates as a capital allocator for client assets. Its billing mix includes asset-based fees alongside hourly and fixed-fee arrangements. The firm does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities9%
- Cash & Cash Equivalents6%
Contacts
2 of 2
Doralee Meyer
Senior Service AdvisorCRD 5162632
Jessica Merino
President and Financial AdvisorCRD 4821818
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Glenview, IL
Cook
Location
Glenview, IL
Headquartered in Glenview, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 2700 Patriot Blvd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Regal Advisory Services, Inc.
RIAGlenview, IL
Breakout Private Wealth LLC
RIAGlenview, IL
Coyle
RIAGlenview, IL
Aris Investing
RIAGlenview, IL
Glenview Financial Group LLC
RIAGlenview, IL
Guardian Rock Wealth Investment Management, Inc.
RIALisle, IL