MERION WEALTH PARTNERS, LLC

PAOLI, Pennsylvania·8 registered advisors·CRD# 152680
SEC# 801-71083610-616-3013
01

Firm Overview

AUM
$64M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at MERION WEALTH PARTNERS, LLC

8 registered advisors
Daniel Gregory Nigito
BERWYN, Pennsylvania
David Andrew Weikert
PAOLI, Pennsylvania
David Gerard Greene
BERWYN, Pennsylvania
Diane Picard Campbell
BERWYN, Pennsylvania
Elizabeth Ann Hannigan
PAOLI, Pennsylvania
Jon Michael Bartholomew
PAOLI, Pennsylvania
Robert Pensrot Andres
BERWYN, Pennsylvania
Toni Sue Neff
BERWYN, Pennsylvania
05

Office Locations

BERWYN, Pennsylvania
5 advisors
PAOLI, Pennsylvania
3 advisors

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Data sourced from SEC Form ADV filings. MERION WEALTH PARTNERS, LLC (CRD# 152680) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.