MERGENT WEALTH, LLC

MERGENT WEALTH, LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 313559).

Registration

• CRD: 313559
• Type: Registered investment adviser
• Location: 7701 LEMMON AVE, DALLAS, TX, 75209
• Phone: 972-590-8808
• Latest filing: 2026-03-31
• Clients: 2

Business model

Compensation: Other.

Clients served: Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 313559 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search