Unclaimed Profile

David Andrew Weikert

MERION WEALTH PARTNERS, LLC·PAOLI, Pennsylvania

SIE, Series 6, Series 7, Series 24, Series 26, Series 63CFPClean record22 years registeredMERION WEALTH PARTNERS, LLC

40 DARBY ROAD, PAOLI, PA 19301CRD# 3249992Firm CRD# 152680

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Andrew Weikert · PAOLI, PA

Registration

CRD #3249992 · MERION WEALTH PARTNERS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

SEIA

Jun 2024 – present

CEDAR BROOK GROUP

Apr 2021 – Jul 2024

BETHELEHEM, PA

CADARET GRANT & CO INC

Dec 2020 – Jun 2024

Bethlehem, PA

MERCAP ADVISORS, INC.

Aug 2015 – Dec 2020

PAOLI, PA

MERION WEALTH PARTNERS, LLC

Jan 2012 – Jan 2016

BETHLEHEM, PA

THE STRATEGIC FINANCIAL ALLIANCE

Mar 2009 – Jan 2012

BETHLEHEM, PA

MARKET STREET FINANCIAL ADVISORS, LLC

Feb 2004 – Aug 2010

BETHLEHEM, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 63

Registration record

First registered · February 24, 2004

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MERION WEALTH PARTNERS, LLC

CRD 152680 · SEC 801-71083

AUM

$64M

Regulatory assets under management

Employees

459 client accounts

Services offered by MERION WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MERION WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does David Andrew Weikert offer?

David Andrew Weikert specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PAOLI, Pennsylvania for a consultation.

What are David Andrew Weikert's credentials?

David Andrew Weikert holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Andrew Weikert located?

David Andrew Weikert is based in PAOLI, Pennsylvania, working with MERION WEALTH PARTNERS, LLC. Their office serves clients in the PAOLI metropolitan area and surrounding communities.

How does David Andrew Weikert charge for services?

David Andrew Weikert's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MERION WEALTH PARTNERS, LLC?

MERION WEALTH PARTNERS, LLC has approximately 12 employees and manages $64M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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