MERIT FINANCIAL PARTNERS LLC
CRD #141359 SEC #801-111783 MASPETH, NY 718-898-0871
SEC Registered
Total AUM
$313.8M
Discretionary
$313.8M
Employees
6
Clients
26
Accounts
643
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $313.8M | $313.8M | $0 | 6 | 47 |
| Aug 2025 | $313.8M | $313.8M | $0 | 5 | 47 |
| Mar 2025 | $313.8M | $313.8M | $0 | 6 | 47 |
| May 2024 | $257.1M | $257.1M | $0 | 6 | 47 |
| Mar 2024 | $257.1M | $257.1M | $0 | 5 | 47 |
| Feb 2023 | $200.8M | $200.8M | $0 | 5 | 47 |
| Aug 2022 | $203.9M | $203.9M | $0 | 5 | 125 |
| Feb 2022 | $203.9M | $203.9M | $0 | 5 | 125 |
| Nov 2021 | $149.7M | $149.7M | $0 | 4 | 127 |
| Apr 2021 | $149.7M | $149.7M | $0 | 4 | 127 |
| Feb 2021 | $149.7M | $149.7M | $0 | 4 | 127 |
| Jun 2020 | $119.5M | $119.5M | $0 | 4 | 146 |
| May 2020 | $119.5M | $119.5M | $0 | 4 | 146 |
| Apr 2020 | $119.5M | $119.5M | $0 | 4 | 146 |
| Jan 2020 | $119.5M | $119.5M | $0 | 4 | 146 |
| Feb 2019 | $78.4M | $78.4M | $0 | 4 | 75 |
| Mar 2018 | $78.6M | $0 | $78.6M | 3 | 70 |
| Aug 2017 | $73.9M | $0 | $73.9M | 3 | 26 |
DateOct 2025
Total AUM$313.8M
Discretionary$313.8M
Non-Disc.$0
Employees6
Clients47
DateAug 2025
Total AUM$313.8M
Discretionary$313.8M
Non-Disc.$0
Employees5
Clients47
DateMar 2025
Total AUM$313.8M
Discretionary$313.8M
Non-Disc.$0
Employees6
Clients47
DateMay 2024
Total AUM$257.1M
Discretionary$257.1M
Non-Disc.$0
Employees6
Clients47
DateMar 2024
Total AUM$257.1M
Discretionary$257.1M
Non-Disc.$0
Employees5
Clients47
DateFeb 2023
Total AUM$200.8M
Discretionary$200.8M
Non-Disc.$0
Employees5
Clients47
DateAug 2022
Total AUM$203.9M
Discretionary$203.9M
Non-Disc.$0
Employees5
Clients125
DateFeb 2022
Total AUM$203.9M
Discretionary$203.9M
Non-Disc.$0
Employees5
Clients125
DateNov 2021
Total AUM$149.7M
Discretionary$149.7M
Non-Disc.$0
Employees4
Clients127
DateApr 2021
Total AUM$149.7M
Discretionary$149.7M
Non-Disc.$0
Employees4
Clients127
DateFeb 2021
Total AUM$149.7M
Discretionary$149.7M
Non-Disc.$0
Employees4
Clients127
DateJun 2020
Total AUM$119.5M
Discretionary$119.5M
Non-Disc.$0
Employees4
Clients146
DateMay 2020
Total AUM$119.5M
Discretionary$119.5M
Non-Disc.$0
Employees4
Clients146
DateApr 2020
Total AUM$119.5M
Discretionary$119.5M
Non-Disc.$0
Employees4
Clients146
DateJan 2020
Total AUM$119.5M
Discretionary$119.5M
Non-Disc.$0
Employees4
Clients146
DateFeb 2019
Total AUM$78.4M
Discretionary$78.4M
Non-Disc.$0
Employees4
Clients75
DateMar 2018
Total AUM$78.6M
Discretionary$0
Non-Disc.$78.6M
Employees3
Clients70
DateAug 2017
Total AUM$73.9M
Discretionary$0
Non-Disc.$73.9M
Employees3
Clients26