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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-30-2021
- Office Locations
- 1
Office Locations
About Trustmerit Capital
TrustMerit Capital is an Eden Prairie, MN wealth manager providing customized, fiduciary portfolio management for individuals and families, often around liquidity and transition events (business sale, rollovers, inheritance, equity compensation). The firm emphasizes risk management and asset allocation across equity and fixed income markets, drawing on the founder’s BlackRock risk background, and typically custodies assets at Charles Schwab.
Team overview
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Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Joseph David DeZiel
Chief Compliance Officer, Managing Partner, Partner
- CRD
- #5376243
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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