MERRIMAN WEALTH MANAGEMENT, LLC

MERRIMAN
SEATTLE, Washington·3 registered advisors·CRD# 166580
SEC# 801-775443800-423-4893
01

Firm Overview

AUM
$3.6B
Regulatory assets under management
Employees
55
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningFee-Only Advisory
04

Advisors at MERRIMAN WEALTH MANAGEMENT, LLC

3 registered advisors
Colleen Joy Lindstrom
SEATTLE, Washington
Jeremy Andrew Burger
SEATTLE, Washington
Tyler Davidson Bartlett
SEATTLE, Washington
05

Office Locations

SEATTLE, Washington
3 advisors

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Data sourced from SEC Form ADV filings. MERRIMAN WEALTH MANAGEMENT, LLC (CRD# 166580) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.