DBA: MEIRA WEALTH
| Total AUM | $317.8M |
| Discretionary | $317.8M100% of AUM |
| Client Accounts | 782 |
| Avg Account Size | $406K |
| Employees | 6 |
| Peak AUM | $317.8MMar 2026 |
| AUM CAGR | +6.1% /yrover 25 yrs · 61 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $318M | +13.7% | +12.5% | +7.6% | |
| Discretionary AUM | |||||
| Total AUM | $317.8M |
| Discretionary | $317.8M |
| Employees | 6 |
| Client Accounts | 782 |
| Client Range | 101-250 |
Address
121 ALHAMBRA PLAZA
CORAL GABLES FL 33134
Phone
305-670-4440
Filing History
61 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$318M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$318M
| $318M |
| +13.7% |
| +12.5% |
| +7.6% |
| Total Accounts | 782 | +4.7% | +3.4% | +3.8% |
| Avg Account Size | $406,422.266 | +8.6% | +8.7% | +3.7% |
| Employees | 6 | 0.0% | 5.0% | +3.7% |
| AUM / Employee | $53M | +13.7% | +18.4% | +3.8% |
Client AUM Segments | |||||
| Wealth AUM | $306M | +13.7% | +12.4% | +7.9% | |
| Institutional AUM | $12M | +14.0% | +13.0% | +1.4% | |
Client Count Segments | |||||
| HNW Clients | 88 | +60.0% | +21.5% | +7.6% | |
| Institutional | 4 | 0.0% | 7.2% | 4.4% | |
| Individuals | 91 | 24.2% | 9.8% | 0.4% | |