Merritt Wealth

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

3356 Six Forks Rd, Raleigh, North Caroli...

Phone Number

(919) 782-0033

Revenue

$5.1 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
1
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About Merritt Wealth

Merritt Wealth Strategies offers a range of financial services including retirement planning, investment management, estate planning, insurance, and tax strategies. The company focuses on creating personalized financial strategies tailored to the unique needs and goals of its clients. With a team of experienced professionals, they aim to guide clients through various life transitions and help them navigate today's financial environment. Their target clients include individuals seeking to build wealth, protect their families, and preserve their assets.Explore more
Merritt Wealth's Social MediaPopular SearchesMerritt WealthMerritt Wealth StrategiesEdward D Jones & Co., LP - LPEdward Jones - Financial Advisor: Merritt F HarrisMerrittwealthSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Merritt Wealth

$5.1M
1-10
Private
-
2007
N/A
<$5M
1-10
Private
-
2012
Paul Holjes, Manager, Wealth & Founder at Peak Mountain Advisors
Paul HoljesManager, Wealth & Founder
<$5M
1-10
Private
-
-
SB
Shelby BuckAdministrative Assistant, Marketing
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2009
CD
Christian D'UrsoFounder & Chief Investment Officer
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Merritt Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Merritt Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Merritt Wealth.

Merritt Wealth Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Merritt Wealth

What is Merritt Wealth's official website?
Merritt Wealth's official website is www.merrittwealth.com
What is Merritt Wealth's Revenue?
Merritt Wealth's revenue is $5.1 Million
What is Merritt Wealth's SIC code?
Merritt Wealth's SIC: 62,628
What is Merritt Wealth's NAICS code?
Merritt Wealth's NAICS: 52,523
How many employees does Merritt Wealth have?
Merritt Wealth has 1-10 employees
What industry does Merritt Wealth belong to?
Merritt Wealth is in the industry of: Finance, Insurance, Securities Trading
What is Merritt Wealth competition?
Merritt Wealth top competitors include: Tradewinds Wealth Management, SAGE Consulting & Wealth Management, James Herbert Hunt, Affiliated Financial Advisors
What technology does Merritt Wealth use?
Some of the popular technologies that Merritt Wealth uses are: Cloudflare Website Optimization, Cloudflare CDN, Google Font API, Microsoft 365
How do I contact Merritt Wealth?
Merritt Wealth contact info: Phone number: (919) 782-0033 Website: www.merrittwealth.com
What does Merritt Wealth do?

Merritt Wealth Strategies offers a range of financial services including retirement planning, investment management, estate planning, insurance, and tax strategies. The company focuses on creating personalized financial strategies tailored to the unique needs and goals of its clients. With a team of experienced professionals, they aim to guide clie... nts through various life transitions and help them navigate today's financial environment. Their target clients include individuals seeking to build wealth, protect their families, and preserve their assets.Read More

What are Merritt Wealth social media links?
Merritt Wealth Linkedin page Merritt Wealth Facebook page
Is Merritt Wealth a public company?
Merritt Wealth is private company therefore does not currently have an official ticker symbol
See more information about Merritt Wealth

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