Merino Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$46,599,639
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
83
13% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
83
HighAverage account size
$561,441
About
Merino Wealth Management provides discretionary investment management and financial planning services to individuals (including high‑net‑worth clients) and businesses, offering both ongoing comprehensive planning and limited-scope project-based planning. The firm reports roughly $47 million in discretionary assets under management and serves its client base through a single‑advisor practice model.
The firm’s investment approach emphasizes asset‑allocation and Modern Portfolio Theory, creating individualized investment policies and conducting periodic reviews tied to client goals and risk tolerances. MWM also engages third‑party managers and TAMPs as part of portfolio implementation, assisting clients with manager selection, onboarding, and ongoing monitoring of underlying holdings and risks.
Noteworthy operational features disclosed in the brochure include the firm’s use of a third‑party cash management aggregator (Flourish Cash) and the ability to debit advisory fees directly and to use standing letters of authorization, which affect custody and transfer arrangements. The brochure and public materials also reference the firm’s use of third‑party ratings — a relatively uncommon practice among similar supported firms — which prospective clients may wish to verify through the firm’s website and independent sources.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Income planning
Tax-loss harvesting
Wealth management
College savings (529s, UTMA, etc.)
Fee options
Ongoing Financial Planning upfront fee $2,000 - $5,000 depending on complexity
$0 - $99,999: 1.50% $100,000 - $249,999: 1.25% $250,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 1.00% $2,000,000+: 0.75%
Project-Based Financial Planning $500 per hour
Fee-only: Ongoing Financial Planning $8,000 - $25,000 per year (semi-annually in advance); Project-Based Financial Planning hourly fee $500/hr (negotiable)
Main office location
Merino Wealth Management
2700 Patriot Boulevard, Suite 250
Glenview IL 60026, United States
Number of offices
1
Most active in
Merino Wealth Management has reported serving >5 clients in these states in the last 12 months.
California · Illinois · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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