|
⚲
|
| Meridiana MFO LLC
✚
|
|
|---|---|
| CRD # | 306237 |
| SEC # | 801-117687 |
| CIK # | |
| AUM | $441.9 M (2026-04-28) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 305-448-0014 |
| Address | 2600 S Douglas Rd Coral Gables, FL 33134 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 7 | 441.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 152 | 441.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 152 | 441.9 |
| Total | 152 | 441.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 352.4 | |
| United States Persons | 89.5 | |
| Total | 152 | 441.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Greykasell Wealth Strategies Inc
✚
|
CA | 0.4 |
|
Ulland Investment Advisors LLC
✚
|
MN | 0.4 |
|
Humankind Investments LLC
✚
|
NY | 0.4 |
|
James R Martin Consulting Inc DBA JRM Capital Management
✚
|
WA | 0.4 |
|
Lifesteps Financial Inc
✚
|
CA | 0.4 |
|
Bishop & Company Investment Management LLC
✚
|
PA | 0.4 |
|
Sage Private Wealth Group LLC
✚
|
IL | 0.4 |
|
AG Asset Advisory LLC
✚
|
CA | 0.4 |
|
Tower Wealth Partners Inc
✚
|
PA | 0.4 |
|
Investment Management Consultants
✚
|
NV | 0.4 |