Meritrust Wealth Management

Meritrust’s website does not name a chief investment officer, investment committee, or lead portfolio manager. The firm highlights Erin T. Fontana as an attorney at law on its team page, and lists JDs, CFPs, CPAs, and MBAs among its professionals, but the structure for investment decision-making — including whether portfolio construction occurs in-house or through Kestra Financial’s platform — is not publicly disclosed.

Meritrust was founded in 1999 by partners at MCM CPAs & Advisors LLP as a distinct wealth management entity designed to combine financial planning and investment management with tax and accounting expertise. The firm’s about page describes this as a synergistic blend of wealth management with CPA services, though the current legal and operational relationship between the two entities is not detailed on Meritrust’s website.

No. Meritrust does not publish an AUM figure on its website or in the provided sources. The firm’s client materials reference wealth management, financial planning, and business owner services without attaching a dollar scale, and no regulatory filing with a disclosed AUM is cited on its site.

There is no indication in Meritrust’s public materials that the firm participates in direct co-investments, club deals, or private market transactions. Its described wealth management service focuses on oversight of assets through buying and selling financial products, executed via the Kestra Financial and National Financial Services infrastructure.

Meritrust operates through Kestra Financial as its broker-dealer and clears trades via National Financial Services LLC, a Fidelity Investments subsidiary. This suggests the firm’s regulatory posture flows through FINRA- and SEC-registered entities, but Meritrust’s own website does not display an ADV filing, CRD number, or independent RIA registration.