Investment adviser · CRD 152680

MERION WEALTH PARTNERS, LLC

Investment adviser filing (IA)

PAOLI, PA, United States · Form ADV filed Jun 20, 2014

Regulatory AUM
$63.6M
Form ADV · Item 5.F
Client accounts
459
Accounts, not individual clients
Employees
12
Reported in this filing
Advisory professionals
10
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 20, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

40 DARBY ROAD
PAOLI, PA, 19301, United States

CRD 152680

Filing source

Form ADV 830938 · Jun 20, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.