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MERRITT POINT PARTNERS LLC

OAKLAND, CA · CRD 298680 · IAPD ↗ · (510) 244-0170

$636.1MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

83
June 2026 — MERRITT POINT PARTNERS LLC (OAKLAND, CA) is newly SEC-registered with $636.1M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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