Giancarlo Lamourtte
Merited Wealth · North Bay Village, Florida
Giancarlo Lamourtte is a fee-only financial advisor at Merited Wealth in North Bay Village, Florida, who holds the CFP credential. Merited Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Merited Wealth |
|---|---|
| Based in | North Bay Village, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $186.1M across 463 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 6966375 |
| Exams passed | Series 65 (2019) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | satwealthman.com |
| Profile |
How Giancarlo's firm compares
- Merited Wealth's average account is about $402,000, from its Form ADV (assets managed divided by 463 accounts).
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Questions about Giancarlo
Is Giancarlo Lamourtte a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Giancarlo holds no broker registration, and Merited Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Giancarlo charge for financial advice?
Giancarlo's firm, Merited Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Giancarlo Lamourtte based?
Giancarlo Lamourtte is based in North Bay Village, Florida.
What credentials does Giancarlo Lamourtte hold?
Giancarlo Lamourtte holds the CFP credential.
Is Giancarlo Lamourtte registered with the SEC?
Yes. Giancarlo Lamourtte is registered as an investment adviser representative in FL (CRD 6966375), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Merited Wealth manage?
Merited Wealth reports $186.1M across 463 accounts in assets under management.
How do I contact Giancarlo Lamourtte?
Through Giancarlo's website, satwealthman.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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