LeadIQ logo
Learn more at LeadIQ.com
Meritrust Wealth Management logo

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.

Find Meritrust Wealth Management employees' phone numbers or email addresses

Meritrust Wealth Management Global Highlights

Location
Employees

North America
23

Minus sign iconPlus sign icon
  • United States Of America
    20
  • Canada
    3

Meritrust Wealth Management's Leadership

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

Meritrust Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Other

Contact profiles from Meritrust Wealth Management

Name
Title
Contact
Location
Last Update
  • Vice President at Meritrust Wealth Management
    C. D.
    Vice President
    Mobile Phone
    Canada, Ontario
    Sep 18, 2026
  • Senior Wealth Manager Partner at Meritrust Wealth Management
    F. H.
    Senior Wealth Manager Partner
    Mobile Phone
    Jul 10, 2024
  • Operations Manager at Meritrust Wealth Management
    J. B.
    Operations Manager
    Mobile Phone
    Jun 08, 2026
  • Insurance & Financial Advisor at Meritrust Wealth Management
    Z. F.
    Insurance & Financial Advisor
    Mobile Phone
    Canada, Ontario
    Sep 13, 2026
  • Sales Assistant at Meritrust Wealth Management
    L. H.
    Sales Assistant
    Mobile Phone
    Oct 18, 2024
  • Management at Meritrust Wealth Management
    T.
    Management
    Mobile Phone
    Canada, Ontario
    Jan 06, 2025

Frequently Asked Questions

What is Meritrust Wealth Management known for?

Minus sign iconPlus sign iconMeritrust Wealth Management was founded in 1999 and operates in the Financial Services industry. You can contact Meritrust Wealth Management's 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?

Minus sign iconPlus sign iconMeritrust Wealth Management employees' email format typically follows the pattern of First.Last@meritrustwm.com. 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?

Minus sign iconPlus sign iconMeritrust Wealth Management has approximately 13 employees as of September 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

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

  • Vice President: C. D.
  • Senior Wealth Manager Partner: F. H.
  • 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.

© LeadIQ, Inc. All rights reserved.