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MERINO WEALTH MANAGEMENT
MERINO INCORPORATED
CRD 317535
2700 PATRIOT BOULEVARD, SUITE 250, GLENVIEW, IL, 60026, United States
Phone
312-809-1109
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$47.2M
Discretionary AUM
$47.2M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 72 | $30.0M |
| High net worth individuals | 11 | $16.6M |
| Pension/profit sharing plans | 5 | $581K |
All web addresses on file
Official SEC filing: View on IAPD