AdvisorCensus / Financial advisors / Florida / Miami / Meira Wealth
Meira Wealth is an SEC-registered investment advisory firm in Coral Gables, FL, registered since 1999, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 23, 2026.
Quick answers
From the filingHow is Meira Wealth compensated?
On its Form ADV (Item 5.E, October 2026), Meira Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Meira Wealth located?
Meira Wealth's principal office is in Coral Gables, FL, according to its Form ADV.
Is Meira Wealth registered with the SEC or a state?
Meira Wealth is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 108648.
How much does Meira Wealth manage?
Meira Wealth reports $317,822,212 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (100% discretionary).
How have Meira Wealth's assets and staff changed since 2021?
In the Form ADV data for Meira Wealth: Regulatory assets under management: $219,978,574 in the October 2021 data and $317,822,212 in the October 2026 data, up 44%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Meira Wealth serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (91); individuals (other than high net worth individuals) (88); pension and profit sharing plans (but not the plan participants or government pension plans) (4).
Which custodians does Meira Wealth use?
Meira Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.
Does Meira Wealth report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108648
What changed in Meira Wealth's recent Form ADV filings?
In the October 2026 filing data: Registered or notice-filed in CO.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated March 31, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$317,822,212 as of October 2026, filing dated September 23, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- Linda S. Lubitz, CFP®, PA
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1999 (27 years)
- Employees
- Total: 6. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
8 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $317,822,212 | 6 | September 23, 2026 |
| October 2025 | $279,561,070 | 6 | March 18, 2025 |
| October 2024 | $267,282,919 | 7 | March 22, 2024 |
| October 2023 | $223,404,863 | 7 | May 16, 2023 |
| October 2022 | $246,858,629 | 6 | September 15, 2022 |
| October 2021 | $219,978,574 | 5 | September 28, 2021 |
Regulatory assets under management: $219,978,574 in the October 2021 data and $317,822,212 in the October 2026 data, up 44%.
Total employees: 5 in October 2021 and 6 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Registered or notice-filed in CO.
- April 2026
- Regulatory assets under management went from $279,561,070 to $317,822,212 (+14%).
- March 2026
- Updated its list of owners and control persons (Schedule A).
- December 2025
- Changed its legal name from Lubitz Linda S CFP PA to Linda S. Lubitz, CFP®, PA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Meira Wealth (CRD 108648): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/meira-wealth-coral-gables-fl-108648