What departments does Meritrust Wealth Management have?

Meritrust Wealth Management has employees across 3 departments including Operations, Finance, Sales.

What is the largest department at Meritrust Wealth Management?

The largest department at Meritrust Wealth Management is Operations with 1 employees.

Where are Meritrust Wealth Management employees located globally?

Meritrust Wealth Management has employees across 1 continents and 2 countries including United States Of America, Canada.

How has Meritrust Wealth Management's team size changed over time?

Meritrust Wealth Management's team has remained stable from approximately 10 to 10 employees based on available data.

Learn more at LeadIQ.com

Meritrust Wealth Management Employee Directory

Financial ServicesKentucky, United States11-50 Employees

Meritrust Wealth Management operates in the financial services sector, offering independent wealth management and advisory services that center on clients' working years, retirement income, and legacy planning. Unlike many large banks and wirehouses, the firm emphasizes independence and aims to tailor investment strategies to individual needs rather than pursue sales quotas.
Securities are offered through Kestra Investment Services, LLC, and investment advisory services are provided through Kestra Advisory Services, LLC, affiliates of Kestra IS, with Meritrust Wealth Management not affiliated with Kestra IS or Kestra AS. Based in Louisville, Kentucky, the firm operates under regulatory disclosures noting that representatives may only conduct business with residents where they are registered and that not all products are available in every state, with a compliance contact available.

Meritrust Wealth Management Global Highlights

North America
24

United States Of America
21
Canada
3

Meritrust Wealth Management's Leadership

F. H.
Senior Wealth Manager Partner
Mobile Phone
Email
C. D.
Vice President
Mobile Phone
Email
J. B.
Operations Manager
Mobile Phone
Email
Z. F.
Insurance & Financial Advisor
Mobile Phone
Email
L. H.
Sales Assistant
Mobile Phone
Email
T.
Management
Mobile Phone
Email

Meritrust Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other

Contact profiles from Meritrust Wealth Management

Name

Title

Contact

Location

Last Update

F. H.
Senior Wealth Manager Partner
Mobile Phone
Email
Jul 10, 2024
C. D.
Vice President
Mobile Phone
Email
CanadaOntario
May 31, 2026
J. B.
Operations Manager
Mobile Phone
Email
Jun 08, 2026
Z. F.
Insurance & Financial Advisor
Mobile Phone
Email
CanadaOntario
Aug 06, 2026
L. H.
Sales Assistant
Mobile Phone
Email
Oct 18, 2024
T.
Management
Mobile Phone
Email
CanadaOntario
Jan 06, 2025

Frequently Asked Questions

What is Meritrust Wealth Management known for?

Meritrust Wealth Management was founded in 1999 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-502-882-****

. Explore Meritrust Wealth Management's company overview page for more information.

What is Meritrust Wealth Management's most common email format?

Meritrust Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Meritrust Wealth Management email formats with LeadIQ.

How many employees does Meritrust Wealth Management have currently?

Meritrust Wealth Management has approximately 13 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Meritrust Wealth Management's key employees and leadership?

As of August 2026, Meritrust Wealth Management's key employees include:

Senior Wealth Manager Partner: F. H.
Vice President: C. D.
Operations Manager: J. B.
Insurance & Financial Advisor: Z. F.
Sales Assistant: L. H.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

Meritrust Wealth Management Employee Directory

Find Meritrust Wealth Management employees' phone numbers or email addresses

Name search is limited — try advanced search instead