Jorge
Padilla

Meira Wealth

CRD#5903778
Investment Advisor
in Miami, FL

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About this Advisor

Jorge Padilla is a financial advisor based in Miami, Florida, working with Meira Wealth. Jorge has previously held positions at Meira Fka The Lubitz Financial Group and The Lubitz Financial Group. Jorge is registered to provide services in Florida and Texas. Currently, Jorge is part of Meira Wealth, which operates out of Miami, Florida. The firm has 7 employees and manages assets totaling $267.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Meira Wealth includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

121 Alhambra Plaza Suite 1000
Miami, FL 33134

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Meira Wealth Brokerage Details

Total Assets Under Management

$267,282,919

FL Average: $1,855,561,029
Total Number of Employees

7

FL Average: 62
Total Number of Accounts

782

FL Average: 2,474
Average Account Size

$341,794

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Jorge Padilla Work History

2021 - Present (4 years)

Meira Fka The Lubitz Financial Group

2011 - 2021 (10 years)

The Lubitz Financial Group

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jorge Padilla to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Meira Wealth

Deborah Badillo
Miami, FL
Clinton Mccalla
Austin, TX
Jorge Padilla
Miami, FL
Rubina Hossain
Miami, FL
Linda Boone
Miami, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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