Merit Wealth Management, LLC

Merit Wealth Management, LLC (CRD# 148591) is a financial advisory firm headquartered in Bend, OR. They manage $54,469,000 in 388 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    388
    ACCOUNTS
  • Average Account Value
    $140,384
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OR

Financial Advisors at Merit Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jeffrey R. Griswold
CRD#: 4654185
404 Sw Columbia Street, Suite 214, Bend, OR 97702
93
Wealthminder
score

Jeffrey Griswold (CRD# 4654185) is an Investment Advisor Representative working at Merit Wealth Management, LLC in Bend, OR and has over 13 years of experience in the finance industry.

2
Chet J. Baxter
CRD#: 5928545
404 Sw Columbia Street, Suite 214, Bend, OR 97702
90
Wealthminder
score

Chet Baxter (CRD# 5928545) is an Investment Advisor Representative working at Merit Wealth Management, LLC in Bend, OR and has over 6 years of experience in the finance industry.

3
Richard N. Ambrose
CRD#: 6255154
404 Sw Columbia Street, Suite 214, Bend, OR 97702
89
Wealthminder
score

Richard Ambrose (CRD# 6255154) is an Investment Advisor Representative working at Merit Wealth Management, LLC in Bend, OR and has over 4 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.