Unclaimed Profile

Tyler Davidson Bartlett

MERRIMAN WEALTH MANAGEMENT, LLC·SEATTLE, Washington

Series 7, Series 63, Series 65Clean record24 years registeredMERRIMAN WEALTH MANAGEMENT, LLC

920 FIFTH AVENUE, SEATTLE, WA 98104CRD# 4235376Firm CRD# 166580

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tyler Davidson Bartlett · SEATTLE, WA

Registration

CRD #4235376 · MERRIMAN WEALTH MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Feb 2025 – present

MERRIMAN

Jan 2013 – Mar 2025

Fort Worth, TX

MERRIMAN, LLC

Apr 2006 – Jan 2013

SEATTLE, WA

PACIFIC CAPITAL RESOURCE GROUP, INC.

Feb 2004 – Oct 2004

BELLEVUE, WA

HORNOR, TOWNSEND & KENT, INC.

May 2002 – Aug 2004

BELLEVUE, WA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · May 7, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MERRIMAN WEALTH MANAGEMENT, LLC

CRD 166580 · SEC 801-77544

AUM

$3.6B

Regulatory assets under management

Employees

2,370 client accounts

Services offered by MERRIMAN WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at MERRIMAN WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Tyler Davidson Bartlett offer?

Tyler Davidson Bartlett specializes in Financial Planning, Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in SEATTLE, Washington for a consultation.

What are Tyler Davidson Bartlett's credentials?

Tyler Davidson Bartlett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tyler Davidson Bartlett located?

Tyler Davidson Bartlett is based in SEATTLE, Washington, working with MERRIMAN WEALTH MANAGEMENT, LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.

How does Tyler Davidson Bartlett charge for services?

Tyler Davidson Bartlett's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MERRIMAN WEALTH MANAGEMENT, LLC?

MERRIMAN WEALTH MANAGEMENT, LLC has approximately 55 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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