MERION WEALTH PARTNERS, LLC
CRD #152680 SEC #801-71083 BERWYN, PA 610-616-3013
SEC Registered
Total AUM
$90.6M
Discretionary
$48.6M
Employees
6
Clients
1
Accounts
188
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2014 | $63.6M | $63.6M | $0 | 12 | 400 |
| Jun 2014 | $63.6M | $63.6M | $0 | 12 | 400 |
| May 2014 | $63.6M | $63.6M | $0 | 6 | 400 |
| Apr 2014 | $63.6M | $63.6M | $0 | 6 | 400 |
| Mar 2014 | $63.6M | $63.6M | $0 | 8 | 400 |
| Mar 2014 | $109.7M | $109.7M | $0 | 8 | 400 |
| Jan 2014 | $109.7M | $109.7M | $0 | 8 | 400 |
| Jan 2014 | $109.7M | $109.7M | $0 | 17 | 400 |
| Jan 2014 | $109.7M | $109.7M | $0 | 17 | 400 |
| Oct 2013 | $109.7M | $109.7M | $0 | 17 | 400 |
| Sep 2013 | $109.7M | $109.7M | $0 | 17 | 400 |
| Aug 2013 | $109.7M | $109.7M | $0 | 17 | 400 |
| Apr 2013 | $109.7M | $109.7M | $0 | 17 | 400 |
| Apr 2013 | $109.7M | $109.7M | $0 | 17 | 400 |
| Apr 2013 | $109.7M | $109.7M | $0 | 17 | 400 |
| Apr 2013 | $109.7M | $109.7M | $0 | 17 | 400 |
| Mar 2013 | $108M | $108M | $0 | 17 | 200 |
| Feb 2013 | $108M | $108M | $0 | 17 | 200 |
| Jan 2013 | $108M | $108M | $0 | 17 | 200 |
| Sep 2012 | $90.6M | $48.6M | $42M | 6 | 200 |
| Jun 2012 | $90.6M | $48.6M | $42M | 6 | 200 |
| Jun 2012 | $90.6M | $48.6M | $42M | 6 | 200 |
| Mar 2012 | $90.6M | $48.6M | $42M | 6 | 200 |
| Feb 2012 | $44.7M | $22.8M | $21.9M | 6 | 200 |
| Feb 2012 | $44.7M | $22.8M | $21.9M | 6 | 200 |
| Nov 2011 | $44.7M | $22.8M | $21.9M | 6 | 101 |
| Nov 2011 | $44.7M | $22.8M | $21.9M | 10 | -- |
| May 2011 | $44.7M | $22.8M | $21.9M | 10 | -- |
| May 2011 | $44.7M | $22.8M | $21.9M | 10 | -- |
| Apr 2011 | $44.7M | $22.8M | $21.9M | -- | -- |
| Jun 2010 | $25.7M | $25.7M | $0 | 5 | -- |
DateJun 2014
Total AUM$63.6M
Discretionary$63.6M
Non-Disc.$0
Employees12
Clients400
DateJun 2014
Total AUM$63.6M
Discretionary$63.6M
Non-Disc.$0
Employees12
Clients400
DateMay 2014
Total AUM$63.6M
Discretionary$63.6M
Non-Disc.$0
Employees6
Clients400
DateApr 2014
Total AUM$63.6M
Discretionary$63.6M
Non-Disc.$0
Employees6
Clients400
DateMar 2014
Total AUM$63.6M
Discretionary$63.6M
Non-Disc.$0
Employees8
Clients400
DateMar 2014
Total AUM$109.7M
Discretionary$109.7M
Non-Disc.$0
Employees8
Clients400
DateJan 2014
Total AUM$109.7M
Discretionary$109.7M
Non-Disc.$0
Employees8
Clients400
DateJan 2014
Total AUM$109.7M
Discretionary$109.7M
Non-Disc.$0
Employees17
Clients400
DateJan 2014
Total AUM$109.7M
Discretionary$109.7M
Non-Disc.$0
Employees17
Clients400
DateOct 2013
Total AUM$109.7M
Discretionary$109.7M
Non-Disc.$0
Employees17
Clients400
DateSep 2013
Total AUM$109.7M
Discretionary$109.7M
Non-Disc.$0
Employees17
Clients400
DateAug 2013
Total AUM$109.7M
Discretionary$109.7M
Non-Disc.$0
Employees17
Clients400
DateApr 2013
Total AUM$109.7M
Discretionary$109.7M
Non-Disc.$0
Employees17
Clients400
DateApr 2013
Total AUM$109.7M
Discretionary$109.7M
Non-Disc.$0
Employees17
Clients400
DateApr 2013
Total AUM$109.7M
Discretionary$109.7M
Non-Disc.$0
Employees17
Clients400
DateApr 2013
Total AUM$109.7M
Discretionary$109.7M
Non-Disc.$0
Employees17
Clients400
DateMar 2013
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees17
Clients200
DateFeb 2013
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees17
Clients200
DateJan 2013
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees17
Clients200
DateSep 2012
Total AUM$90.6M
Discretionary$48.6M
Non-Disc.$42M
Employees6
Clients200
DateJun 2012
Total AUM$90.6M
Discretionary$48.6M
Non-Disc.$42M
Employees6
Clients200
DateJun 2012
Total AUM$90.6M
Discretionary$48.6M
Non-Disc.$42M
Employees6
Clients200
DateMar 2012
Total AUM$90.6M
Discretionary$48.6M
Non-Disc.$42M
Employees6
Clients200
DateFeb 2012
Total AUM$44.7M
Discretionary$22.8M
Non-Disc.$21.9M
Employees6
Clients200
DateFeb 2012
Total AUM$44.7M
Discretionary$22.8M
Non-Disc.$21.9M
Employees6
Clients200
DateNov 2011
Total AUM$44.7M
Discretionary$22.8M
Non-Disc.$21.9M
Employees6
Clients101
DateNov 2011
Total AUM$44.7M
Discretionary$22.8M
Non-Disc.$21.9M
Employees10
Clients--
DateMay 2011
Total AUM$44.7M
Discretionary$22.8M
Non-Disc.$21.9M
Employees10
Clients--
DateMay 2011
Total AUM$44.7M
Discretionary$22.8M
Non-Disc.$21.9M
Employees10
Clients--
DateApr 2011
Total AUM$44.7M
Discretionary$22.8M
Non-Disc.$21.9M
Employees--
Clients--
DateJun 2010
Total AUM$25.7M
Discretionary$25.7M
Non-Disc.$0
Employees5
Clients--