# MERION WEALTH PARTNERS, LLC

MERION WEALTH PARTNERS, LLC of BERWYN, PA is an SEC-registered investment adviser.

## Registration

- CRD: 152680
- Type: SEC-registered investment adviser
- SEC file number: 801-71083
- Location: 1235 WESTLAKES DRIVE, SUITE 280, BERWYN, PA, 19312
- Phone: 610-616-3013
- Latest filing: 2014-06-20
- Regulatory AUM: $63.6M
- Discretionary AUM: $63.6M
- Clients: 12
- Accounts: 459

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| REILLY MARY ANN | DIRECTOR OF OPERATIONS; DIRECTOR OF OPERATIONS/COMPLIANCE ASSISTANT | — |
| HUGHES RICHARD DREW | MEMBER; PRESIDENT AND CEO | — |
| CAMPBELL DAVID SCOTT | CHIEF COMPLIANCE OFFICER / MANAGER | — |
| ANDRES ROBERT PENSROT | MEMBER, CIO | — |
| GREGOR STANLEY ANTHONY | PRESIDENT & CHIEF EXECUTIVE OFFICER | — |
| NEFF TONI SUE | CHIEF COMPLIANCE OFFICER | — |
| CAMPBELL DIANE PICARD | MANAGING MEMBER | — |
| GREENE DAVID GERARD | MANAGING MEMBER; MEMBER | — |
| NIGITO DANIEL GREGORY | MEMBER; PRESIDENT & CHIEF EXECUTIVE OFFICER | — |
| ASH TIMOTHY EDWARD | SOLE MEMBER | — |
| POPE DALE ALLAN | CHIEF COMPLIANCE OFFICER; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| CHEYNE ERIC THORSON | MANAGING MEMBER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| WEIKERT DAVID ANDREW | COMPLIANCE ASSISTANT | — |
| HANNIGAN ELIZABETH ANN | COMPLIANCE ASSISTANT | — |
| BARTHOLOMEW JON MICHAEL | DIRECTOR OF FINANCE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152680/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152680/similar
- Related entities: https://search.stillhousedata.com/firm/152680/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152680

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.