Towson Wealth Management

EST. AUM
$502,500,000

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CLIENT ACCOUNTS

Firm Details

Metro area Baltimore
CRD Number
Website meritfinancialadvisors.com
Client types

Overview

Towson Wealth Management is a Towson, Maryland-based wealth advisory office operating as a division of Merit Financial Advisors (Merit Financial Group, LLC). Originally led by founder Kurt Wiegert, the firm was acquired by Merit in July 2026 and provides fee-based discretionary portfolio management, comprehensive wealth planning, tax optimization, and estate strategies to high-net-worth individuals, families, and business owners across the Greater Baltimore area.

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