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MERIT ENERGY COMPANY

DALLAS, TX · CRD 109310 · IAPD ↗ · meritenergy.com · 972-701-8377

$3.70BRegulatory AUM
22Advisory reps
782Employees
0Clients
n/aPlanning clients
12Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

61
April 2024 — MERIT ENERGY COMPANY grew from 16 to 22 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.