MERION WEALTH PARTNERS, LLC
SEC file number 801-71083
· BERWYN, PA
https://merionpartners.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$90.6M
Discretionary AUM
$48.6M
Employees
—
Clients
200
Firm
- Address
- 1235 WESTLAKES DRIVE
BERWYN, PA 19312 - Phone
- —
- Website
- https://merionpartners.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- Wealth Mission Group LLC Medium name-match confidence · CIK 2069670 · AZ
- MERCHANT WEALTH PARTNERS, LLC Medium name-match confidence · CIK 1818757 · NY
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MERCHANT WEALTH PARTNERS, LLC · D · May 14, 2026$1B
-
Wealth Mission Group LLC · D · Aug 5, 2025$25M