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MEIRA WEALTH
LINDA S. LUBITZ, CFP®, PA
CRD 108648 · SEC 801-56677
121 ALHAMBRA PLAZA, SUITE 1000, CORAL GABLES, FL, 33134, United States
Phone
305-670-4440
Fax
305-670-4448
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$317.8M
Discretionary AUM
$317.8M
Team
6 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 88 | $51.9M |
| High net worth individuals | 91 | $253.6M |
| Pension/profit sharing plans | 4 | $12.3M |
States served
CA, GA, NY, NC, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD