PROPEL FINANCIAL ADVISORS, LLC
MERRIMENT ADVISORS LLC
CRD 299279
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$53.1M
Discretionary AUM
$53.1M
Team
4 total employees; 4 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
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- SEC IAPD →
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- Better Business Bureau →
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 108 | $33.6M |
| High net worth individuals | 12 | $19.5M |
All web addresses on file
- https://twitter.com/AdvisorsPropel
- https://www.facebook.com/propelfinancialadvisors/
- https://connectingthedollars.podbean.com/
- https://g.page/r/CRHqKihryTdrEAE
- http://www.connectingthedollars.com
- https://www.linkedin.com/company/propel-financial-advisors
- http://www.propelfinancialadvisors.com
- https://www.youtube.com/channel/UCr64S2vFA-2eDCbB4tUbXgw
- https://www.instagram.com/propelfinancialadvisors/
Official SEC filing: View on IAPD