Sean Pendray
Merited Wealth · North Bay Village, Florida
Sean Pendray is a fee-only financial advisor at Merited Wealth in North Bay Village, Florida, who holds the ChFC 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 | ChFC |
| SEC registration | Investment adviser representative in FL · CRD 2465849 |
| Exams passed | Series 63 (2017) · Series 65 (2008) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | satwealthman.com |
How Sean'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 Sean
Is Sean Pendray a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sean 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 Sean charge for financial advice?
Sean's firm, Merited Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sean Pendray based?
Sean Pendray is based in North Bay Village, Florida.
What credentials does Sean Pendray hold?
Sean Pendray holds the ChFC credential.
Is Sean Pendray registered with the SEC?
Yes. Sean Pendray is registered as an investment adviser representative in FL (CRD 2465849), 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 Sean Pendray?
Through Sean'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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