CRD: 163454
Second Half Financial Partners, LLC
$128.0M Total AUM
$128.0M Disc. AUM
-17.2% 3Y CAGR
5 Employees
493 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-22-2012
- Office Locations
- 1
Office Locations
145 West Center Avenue Sebring FL
About Second Half Financial Partners, LLC
The Second Half Team (Sebring, FL) is now part of Merit Financial Advisors (effective Aug 6, 2025), delivering holistic financial planning and wealth management with a retirement specialty for Florida first responders and other pre/post-retirees. Known for FRS and City DROP coordination, pension/DROP paperwork support, and eMoney portal access; portfolios are primarily ETF-based.
Team overview
59 AVG AGE
$42.7M AVG AUM / ADVISOR
$259.6K AVG AUM / CLIENT
7.9 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Owner & Executives
G
GEORGE DAVID LEIDEL JR
FOUNDER
- CRD
- #3074851
- Ownership
- Less than 5%
Available
Available
Available
LEILA MEHRIZI SHAVER
Founder
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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P
PHILLIP WAYNE STATLER
Investment Advisor
- CRD
- #2555007
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $128,000,000 | $178,522 |
| Non-Discretionary | $0 | -- |
| Total | $128,000,000 | $178,522 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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