SeeBITDAOklahoma

Merit Advisors, LLC

  • 110 W 7th St Ste 1250, Tulsa, OK
  • Since 1998
A location of MERIT ADVISORS, INC
Revenue, profit and value are for the whole company, on its page.
View company
Will Presson
Founder, President · source

What we know

No PPP loan
No 401(k) filing
No reported financials
Company website
Owner named

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
Merit Advisors, LLC
this business
———
WR CAPITAL, LLC
Tulsa · 1 employees
$767K$301K0.0 mi
CR CONSULTANTS LLC
Tulsa · 1 employees
$610K$274K0.2 mi
BCS CAPITAL SERVICES INC
Tulsa · 11 employees
$5.0M$1.6M0.2 mi
FINANCIAL SOLUTIONS, INC.
Tulsa · 2 employees
$1.1M$447K0.3 mi
GWARTNEY FINANCIAL
Tulsa · 2 employees
$834K$376K0.4 mi
2006 PINNACLE HOLDINGS, LLC
Tulsa · 8 employees
$3.6M$1.3M0.5 mi

The full calculation

Revenue range— – —
EBITDA range— – —
Industry (NAICS)Miscellaneous Financial Investment Activities (523999)

Benchmarks: US Economic Census 2022. PPP loans were sized on 2019–2020 payroll, so figures reflect that period. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology

People & advisors

Founded 1998 by Will Presson
“Merit Advisors was founded in 1998 to be that partner.”

Leadership

  • WB
    Will Bader, CPA
    Partner · Company website · source
  • DF
    Daron Fredrickson
    Partner · Company website · source
  • DH
    Drew Harrold
    Partner · Company website · source
  • WC
    Wilber Chan, CPA
    Principal · Company website · source
  • RC
    Robert Clark, ASA
    Principal · Company website · source
  • KH
    Kurt Huie, ASA
    Principal · Company website · source
  • RW
    Rick Worth
    Principal · Company website · source
  • SC
    Steven Carlile
    Director · Company website · source
  • CE
    Chad Ervine
    Director · Company website · source
  • CE
    Chase Ezell
    Director · Company website · source
  • MG
    Marshall Green
    Director · Company website · source

From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.

Public records

Matched to this business by name and address from public government data; a match can occasionally be wrong.

About Merit Advisors, LLC

Merit Advisors, LLC is a financial advisors company in Tulsa, Oklahoma, in business since 1998. It is owned by Will Presson (Founder, President). It is a location of MERIT ADVISORS, INC.

Common questions

Who owns Merit Advisors, LLC?
Merit Advisors, LLC is owned by Will Presson (Founder, President), according to public sources such as the company's website or filings.
When was Merit Advisors, LLC founded?
Merit Advisors, LLC has been in business since 1998.