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Merit Wealth Advisors

Merit Wealth Advisors Email Formats

Financial ServicesFlag of USMaitland, Florida, United States11-20 Employees

Merit Wealth Advisors Email Formats

Merit Wealth Advisors uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@meritwa.com), used 66.7% of the time.

FormatExamplePercentage
{first initial}.{last name}
j.doe@meritwa.com
66.7%
{first name}.{last name}
john.doe@meritwa.com
33.3%

Key Contact at Merit Wealth Advisors

Flag of US

Martina Depue

Director Of Administration

Company overview

Headquarters1060 Maitland Center Common Blvd, 365, Maitland, Florida 32751, US
Phone number+14076611225
Website
NAICS52
Keywords
Risk Management, Investment Planning, Asset Management, Retirement Planning, Wealth Accumulation, Financial Planning, Education Funding
Employees11-20
Socials

About Merit Wealth Advisors

Our mission is to help our clients create clarity, comfort and confidence through holistic financial planning. We strive to deliver a superior client experience while strengthening our long-term relationships through professionalism, friendliness and reliability. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Synergy Investment Management, an SEC Registered Investment Advisor. Synergy Investment Management and Merit Wealth Advisors are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. CASL® conferred by The American College of Financial Services.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
Director
Partner

Employees by Department

Merit Wealth Advisors has 3 employees across 1 departments.

Departments

Number of employees

Funding Data

Merit Wealth Advisors has never raised funding before.

Merit Wealth Advisors Tech Stack

Discover the technologies and tools that power Merit Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.

Modernizr

Modernizr

JavaScript libraries

Cloudflare Bot Management

Cloudflare Bot Management

Security

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

FMG Suite

FMG Suite

Marketing automation

HSTS

HSTS

Security

Datadog

Datadog

Analytics

Google Analytics

Google Analytics

Analytics

YouTube

YouTube

Video players

Bootstrap

Bootstrap

UI frameworks

Frequently asked questions

Merit Wealth Advisors is located in Maitland, Florida, US.
You can reach Merit Wealth Advisors at +14076611225.
Merit Wealth Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
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most used
tier 1 accuracy

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