{
  "crd_number": 108648,
  "slug": "meira-wealth-coral-gables-fl-108648",
  "primary_business_name": "MEIRA WEALTH",
  "legal_name": "LINDA S. LUBITZ, CFP®, PA",
  "dbas": [],
  "city": "Coral Gables",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1999-07-16",
  "years_registered": 27,
  "period": "2026-10-01",
  "filing_date": "2026-09-23",
  "carried_forward": false,
  "raum_total": 317822212.0,
  "raum_discretionary": 317822212.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 51946677.0,
      "count": 88
    },
    "pension_profit_sharing": {
      "raum": 12300799.0,
      "count": 4
    },
    "high_net_worth_individuals": {
      "raum": 253574736.0,
      "count": 91
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "FL",
    "GA",
    "NC",
    "NH",
    "NY",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/meira-wealth",
    "https://meirawealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108648",
  "city_as_filed": "CORAL GABLES",
  "url": "https://advisorcensus.com/firm/meira-wealth-coral-gables-fl-108648",
  "display_name": "Meira Wealth",
  "summary": "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.",
  "citation": "AdvisorCensus. Meira Wealth (CRD 108648): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Meira Wealth compensated?",
      "a": "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)."
    },
    {
      "q": "Where is Meira Wealth located?",
      "a": "Meira Wealth's principal office is in Coral Gables, FL, according to its Form ADV."
    },
    {
      "q": "Is Meira Wealth registered with the SEC or a state?",
      "a": "Meira Wealth is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 108648."
    },
    {
      "q": "How much does Meira Wealth manage?",
      "a": "Meira Wealth reports $317,822,212 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (100% discretionary)."
    },
    {
      "q": "How have Meira Wealth's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Meira Wealth serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Meira Wealth use?",
      "a": "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."
    },
    {
      "q": "Does Meira Wealth report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Meira Wealth's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Registered or notice-filed in CO."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 219978574.0,
      "total_employees": 5,
      "filing_date": "2021-09-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 246858629.0,
      "total_employees": 6,
      "filing_date": "2022-09-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 223404863.0,
      "total_employees": 7,
      "filing_date": "2023-05-16"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 267282919.0,
      "total_employees": 7,
      "filing_date": "2024-03-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 279561070.0,
      "total_employees": 6,
      "filing_date": "2025-03-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 317822212.0,
      "total_employees": 6,
      "filing_date": "2026-09-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Registered or notice-filed in CO."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $279,561,070 to $317,822,212 (+14%)."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Changed its legal name from Lubitz Linda S CFP PA to Linda S. Lubitz, CFP®, PA."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/meira-wealth-coral-gables-fl-108648.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 88,
      "fewer_than_5": false,
      "raum": 51946677.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 91,
      "fewer_than_5": false,
      "raum": 253574736.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 12300799.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108648",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}