Merit Financial Partners LLC
Merit Financial Partners LLC is an SEC-registered wealth manager in Maspeth, NY with $308.2M assets under management (AUM, regulatory AUM), -2% over one year. See who owns Merit Financial Partners LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 141359, SEC 801-111783, data through 2026-03-09.
- AUM (assets under management / regulatory AUM)
- $308.2M (2026-03-09)
- Firm type
- Wealth Manager
- Location
- Maspeth, NY
- Employees
- 5
- Clients
- 197
- CRD
- 141359
- Ownership
- COX, ELIZABETH, MCKEE; TERRY, RICHARD, MICHAEL
How much AUM does Merit Financial Partners LLC have?
Merit Financial Partners LLC reported $308.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-09).
Who owns Merit Financial Partners LLC?
Disclosed owners and executives of Merit Financial Partners LLC include COX, ELIZABETH, MCKEE, TERRY, RICHARD, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.