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 12 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 5 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 3 years of experience in the finance industry.

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