Overview
Assets Under Management: $3.6 billion
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 1,130
Average Client Assets: $3 million
Frequently Asked Questions
MERRIMAN WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #166580), MERRIMAN WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
MERRIMAN WEALTH MANAGEMENT, LLC is headquartered in SEATTLE, WA.
MERRIMAN WEALTH MANAGEMENT, LLC serves 1,130 high-net-worth clients according to their SEC filing dated April 24, 2024. View client details ↓
According to their SEC Form ADV, MERRIMAN WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
MERRIMAN WEALTH MANAGEMENT, LLC manages $3.6 billion in client assets according to their SEC filing dated April 24, 2024.
According to their SEC Form ADV, MERRIMAN WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Recent Rankings
Forbes 2024: 114
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1,130
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.55
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,370
Discretionary Accounts: 2,370
Regulatory Filings
CRD Number: 166580
Last Filing Date: 2024-04-24 00:00:00
Website: https://merriman.com