Key facts
- Status: Privately Held (no backing).
Leadership
- Andrew PillarellaVice President, Investments
- Dan DodderidgeExecutive Vice President, Investments
- David BelportManaging Director, Investments and Senior Private Investment Management Portfolio Manager
- Dee LawrenceExecutive Vice President, Investments
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- ·The full record, as it builds
Funding rounds
No funding rounds for Merritt Point Wealth Advisors are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Merritt Point Wealth Advisors
Operator of wealth management services. Merritt Point Wealth Advisors provides state-of-the-art wealth management services and matches clients with skilled wealth managers. They cater to clients with investable assets, including C-suite executives, non-profit organizations, endowments, business owners, and high earners. The company is a distinct entity of Wells Fargo Advisors Financial Network, LLC.
- Sector
- Financial Services
- HQ
- Old Greenwich, CT, United States
- Employees
- 24
- Ownership
- Privately Held (no backing)
Merritt Point Wealth Advisors doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Merritt Point Wealth Advisors shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Merritt Point Wealth Advisors in its N-PORT filings yet. We sweep new filings monthly.