SourcingSourcing

MERION REALTY ADVISERS, LLC

C49
CRD 158507·SEC 801-72740·WYNNEWOOD, PA
AUM
$99.3M
$25M-$100M
Est. Revenue
$993K
@ 1% on AUM
Est. EBITDA
$298K
@ 30% margin
Est. Deal Value
$2.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MERION REALTY ADVISERS, LLC
CRD
158507
SEC file #
801-72740
EIN
—
DBA names
—

Economics

AUM
$99.3M
AUM band
$25M-$100M
AUM trajectory
'20'26
$234.5M → $99.3M▼ -58%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
9
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
12 advisors → 9 advisors▼ -25%
Primary office
WYNNEWOOD PA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
04/20/2026
ADV-W filed at
—
Website
merionrealtypartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LANDMAN, WILLIAM, ALAN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
7
Control Persons
LANDMAN, WILLIAM, ALAN
ALJIAN, RICHARD, THOMAS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MERIONREALTYPARTNERS.COM
Rdap Domain Creation Date
2011-03-07T21:48:16Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-07-07T11:59:59Z
Rdap Domain Last Changed
2025-07-08T14:15:44Z
Rdap Nameservers
Ns43.domaincontrol.comNs44.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4342118
Trust Company Affiliate
No

People (7)

7
LANDMAN, WILLIAM, ALAN
Direct Owner · 62.5%
4342118
ALJIAN, RICHARD, THOMAS
Direct Owner · 37.5%
2692622
Hopper, Matthew, Thomas
Executive Officer · 2.5%
7471743
KWAIT, RICHARD, ADAM
Executive Officer · 2.5%
5968604
JOSEPH MARTELL
Executive Officer · 2.5%
4110909
RODGERS, DAVID, ROLAND
Executive Officer · 2.5%
5968606
SHUMAKER, JEFFREY, RANDALL
Executive Officer · 2.5%
5968605