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MERIT FINANCIAL PARTNERS LLC

MASPETH, NY · CRD 141359 · IAPD ↗ · meritfinancialpartners.com · 718-898-0871

$308.2MRegulatory AUM
5Advisory reps
5Employees
5Clients
51-100Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — MERIT FINANCIAL PARTNERS LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2026 — MERIT FINANCIAL PARTNERS LLC now reports custody of client assets ($308.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
April 2025 — MERIT FINANCIAL PARTNERS LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
June 2024 — MERIT FINANCIAL PARTNERS LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — MERIT FINANCIAL PARTNERS LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2024 — MERIT FINANCIAL PARTNERS LLC reported RAUM up 28% ($200.8M -> $257.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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