Every new Florida business filing, every dayWealth Insurance & Legacy PlanningHigh-Net-Worth Insurance AdvisoryactiveVerified
Meritage Wealth Insurance Advisors
SAYBRUS PARTNERS, LLC, Principal
Meritage Wealth Insurance Advisors is a wealth insurance and legacy planning firm serving high-net-worth clients. The website describes a 'proven heritage of excellence and experience in helping wealthy people with legacy planning and wealth insurance.' The site lists contact information including multiple phone numbers and email addresses for advisors such as Chuck Adam, Erik Copeland, and Douglas Dunne. The business is associated with Saybrus Partners, LLC, which matches the authorized person on the LLC filing.
Filed July 18, 2025 · Clearwater, FL · Hillsborough County
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See how it worksAbout Meritage Wealth Insurance Advisors
Meritage Wealth Insurance Advisors is a wealth insurance & legacy planning business (LLC) registered on July 18, 2025 with the Florida Division of Corporations. The business is located in Clearwater, Florida 33759. Hillsborough County is its county of record. The record lists SAYBRUS PARTNERS, LLC as Principal.
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Filing Details
Entity NameMERITAGE WEALTH INSURANCE ADVISORS, LLC
Entity TypeLLC
Entity Number3258943
Filing DateJuly 18, 2025
Principal AddressLocked
City / State / ZipClearwater, FL 33759
CountyHillsborough
TimezoneEastern (ET)
EIN on FileNo
Verified Business Profile
SubcategoryHigh-Net-Worth Insurance Advisory
Contact Information
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Verified Website Profile
We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.
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Officers / Authorized Persons
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Document Timeline
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Frequently Asked Questions
When was Meritage Wealth Insurance Advisors registered?
Meritage Wealth Insurance Advisors was registered as LLC on July 18, 2025 in Florida.
Where is Meritage Wealth Insurance Advisors located?
Meritage Wealth Insurance Advisors is based in Clearwater, FL, 33759, in Hillsborough County.
What type of business is Meritage Wealth Insurance Advisors?
Meritage Wealth Insurance Advisors is classified as a wealth insurance & legacy planning business (high-net-worth insurance advisory).
Is Meritage Wealth Insurance Advisors still active?
According to the Florida Division of Corporations, Meritage Wealth Insurance Advisors's current record status is "active".
Does Meritage Wealth Insurance Advisors have an EIN on file?
No EIN was found on file for Meritage Wealth Insurance Advisors at the time of registration.
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