Merit Wealth Management, LLC
Merit Wealth Management, LLC (CRD# 148591) is a financial advisory firm headquartered in Bend, OR. They manage $80,670,608 in 391 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management81MILLION
Total Number of Accounts391ACCOUNTS
Average Account Value$206,319
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
Jeffrey Griswold (CRD# 4654185) is an Investment Advisor Representative working at Merit Wealth Management, LLC in Bend, OR and has over 14 years of experience in the finance industry.