# 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.

- CRD: 108648
- Filed as: MEIRA WEALTH
- Legal name: Linda S. Lubitz, CFP®, PA
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Coral Gables, FL
- Filing period: October 2026
- Form ADV filing dated: September 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108648
- AdvisorCensus page: https://advisorcensus.com/firm/meira-wealth-coral-gables-fl-108648

## Quick answers

**How 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).

**How much does Meira Wealth charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Flat fee: $5,000 (access to the Vanilla platform and related reporting and planning support…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Flat fee: $5,000 (access to the Vanilla platform and related reporting and planning support…)

> Clients who elect to use the estate planning technology and reporting service will be charged a fixed fee of up to $5,000. This fee is charged for access to the Vanilla platform

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $317,822,212
- Discretionary: $317,822,212
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 88 | $51,946,677 |
| High net worth individuals | 91 | $253,574,736 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $12,300,799 |

### 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

### Firm details
- Registered since: 1999 (27 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, GA, NC, NH, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- meirawealth.com
- LinkedIn @meira-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $219,978,574 | 5 | September 28, 2021 |
| October 2022 | $246,858,629 | 6 | September 15, 2022 |
| October 2023 | $223,404,863 | 7 | May 16, 2023 |
| October 2024 | $267,282,919 | 7 | March 22, 2024 |
| October 2025 | $279,561,070 | 6 | March 18, 2025 |
| October 2026 | $317,822,212 | 6 | September 23, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Meira Wealth (CRD 108648): Form ADV filing data as of October 2026.