# Merit Financial Partners

Merit Financial Partners is a Multi Family Office based in Maspeth, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Maspeth, United States
- **Region:** North America
- **Address:** Maspeth, NY, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** meritfinancialpartners.com
- **LinkedIn:** https://www.linkedin.com/company/merit-financial

## Regulatory record

- **CRD number:** 141359
- **SEC file number:** 801-111783
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-04-13T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/141359

## About

Merit Financial Partners is an SEC-registered investment adviser in Maspeth, NY, established in 2017. The firm oversees $308 million in assets. It has 5 employees and 5 investment advisers.

## Offices

- New York City, NY
- Westport, CT

## Questions

### What is Merit Financial Partners' regulatory status?

The firm is a Registered Investment Advisor (RIA) and operates as a fee-only fiduciary. All of its advisors are Certified Financial Planners™, which legally obligates them to act in their clients' best interests.

### Does Merit Financial Partners disclose its assets under management?

No, the firm does not publicly disclose its assets under management. No figure is available in its regulatory filings or on its website.

## Related profiles

- [Meriten Investment Management](https://altss.com/profile/meriten-investment-management)
- [Merit Insurance](https://altss.com/profile/merit-insurance)

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Last updated: 2026-07-06T01:24:21.273Z

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