Merit Wealth Management, LLC

Merit Wealth Management, LLC (CRD# 148591) is a financial advisory firm headquartered in , . They manage $97,142,044 in 301 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
https://www.linkedin.com/company/merit-wealth-management/
By the Numbers
  • Total Assets Under Management
    97
    MILLION
  • Total Number of Accounts
    301
    ACCOUNTS
  • Average Account Value
    $322,731
Compensation Options
  • A percentage of assets under your management
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
The map below shows states where this firm has explicit registration only.

CA, NC, OR, TX

Financial Advisors at Merit Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey Griswold, financial advisor Franklin TN
Jeffrey R. Griswold
CRD#: 4654185
Franklin, TN

Jeffrey Griswold (CRD# 4654185) is an Investment Advisor Representative working at Merit Wealth Management, LLC in Franklin, TN and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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