Vancouver, WA Office

Meristead Wealth, LLC provides discretionary portfolio management and financial planning predominantly for high‑net‑worth individuals and families, delivering separately managed accounts and participating in third‑party asset management programs. The firm also operates private credit funds marketed under a Meristead Alternatives DBA, with Funds I–III designed for accredited or qualified investors and, in some cases, certain retirement accounts.

The firm combines top‑down macro analysis with fundamental bottom‑up research to pursue an opportunistic, value‑oriented allocation across global equities and credit, employing strategies such as special situations, distressed investments, and income‑oriented positions. Meristead’s disclosures note use of derivatives (including options) and the potential for borrowing or leverage in certain strategies, and its private funds may invest both directly and via commitments to underlying funds and co‑investments.

Noteworthy distinctions include Meristead’s role as an investment manager to multiple private credit funds—one fund accepts IRA and Solo 401(k) contributions and another focuses on senior‑secured, real‑estate‑focused credit—and its disclosed marketing relationships with publishers (Marketwise and Porter & Company) that involve paid advertising and the receipt of research publications. The firm also holds a minority interest in an independent RIA, provides back‑office or investor‑relations services to partnered funds, and documents integrated advisory, publishing, and private‑fund activities that are less common among peer team firms.