Meira Wealth

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

2525 Ponce De Leon Blvd Ste 300, Miami, ...

Phone Number

(305) 670-4440

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Meira Wealth

Meira Wealth is a financial planning and investment management firm dedicated to helping clients navigate significant life changes such as retirement, divorce, and sudden wealth. They focus on providing personalized financial roadmaps to empower clients to reimagine their lives and achieve their financial goals. Their target clients include empty nesters, those experiencing financial disorganization, and individuals facing life transitions. The firm prides itself on its empathetic approach and commitment to building lasting relationships with clients.Explore more
Meira Wealth's Social MediaPopular SearchesMeira WealthMEIRA Formerly The Lubitz Financial GroupMeiraSIC Code 62,628NAICS Code 52,523Show more

Meira Wealth Org Chart

PhoneEmail
JP
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Client Services Associate

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LC
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Client Services Associate

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DB
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Client Advisor

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CM
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Senior Client Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Meira Wealth

<$5M
1-10
Private
-
1999
JP
Juan PabonClient Services Associate
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
1-10
Private
-
2009
RW
Robert WasselManaging Partner and Chief Investment Officer
<$5M
1-10
Private
-
2004
Robert Rall, President & Founder at Rall Capital Management
Robert RallPresident & Founder
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Meira Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Meira Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Meira Wealth.

Meira Wealth Tech Stack

A closer look at the technologies used by Meira Wealth

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Frequently Asked Questions Regarding Meira Wealth

What is Meira Wealth's official website?
Meira Wealth's official website is www.meirawealth.com
What is Meira Wealth's Revenue?
Meira Wealth's revenue is <$5 Million
What is Meira Wealth's SIC code?
Meira Wealth's SIC: 62,628
What is Meira Wealth's NAICS code?
Meira Wealth's NAICS: 52,523
How many employees does Meira Wealth have?
Meira Wealth has 1-10 employees
What industry does Meira Wealth belong to?
Meira Wealth is in the industry of: Finance, Securities Trading
What is Meira Wealth competition?
Meira Wealth top competitors include: Sherwood Investment Services, Rall Capital Management, Alliance Wealth Advisors, Freewood Private Wealth Management
What technology does Meira Wealth use?
Some of the popular technologies that Meira Wealth uses are: reCAPTCHA, PHP, Cloudflare Website Optimization, Cloudflare CDN
How do I contact Meira Wealth?
Meira Wealth contact info: Phone number: (305) 670-4440 Website: www.meirawealth.com
What does Meira Wealth do?

Meira Wealth is a financial planning and investment management firm dedicated to helping clients navigate significant life changes such as retirement, divorce, and sudden wealth. They focus on providing personalized financial roadmaps to empower clients to reimagine their lives and achieve their financial goals. Their target clients include empty n... esters, those experiencing financial disorganization, and individuals facing life transitions. The firm prides itself on its empathetic approach and commitment to building lasting relationships with clients.Read More

What are Meira Wealth social media links?
Meira Wealth Linkedin page
Is Meira Wealth a public company?
Meira Wealth is private company therefore does not currently have an official ticker symbol
See more information about Meira Wealth

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