SEC Form ADV

MERIT FINANCIAL PARTNERS LLC

Firm profile: Merit Financial Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNY
$308.2M
Assets Under Management
564
Total Clients
5
Employees
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Registration Details

Accession
CRD-141359
Location
MASPETH, NY
Filing Date
March 9, 2026
AUM
$308.2M
Total Clients
564
Institutional Clients
4
Employees
5
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable Organizations

About this Adviser

MERIT FINANCIAL PARTNERS LLC is a registered investment adviser headquartered in MASPETH, NY, managing approximately $308.2M in assets across 564 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.