MERRIMAN WEALTH MANAGEMENT, LLC
Legal name: MERRIMAN
CRD #166580 SEC #801-77544 SEATTLE, WA 800-423-4893
SEC Registered Private Funds
Total AUM
$3.6B
Discretionary
$3.6B
Employees
55
Clients
--
Accounts
2,370
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2024 | $3.6B | $3.6B | $0 | 55 | 0 |
| Mar 2024 | $3.6B | $3.6B | $0 | 55 | 0 |
| Oct 2023 | $3.3B | $3.3B | $0 | 57 | 0 |
| Sep 2023 | $3.3B | $3.3B | $0 | 57 | 0 |
| Sep 2023 | $3.3B | $3.3B | $0 | 57 | 0 |
| Jul 2023 | $3.3B | $3.3B | $0 | 57 | 0 |
| Mar 2023 | $3.3B | $3.3B | $0 | 57 | 0 |
| Oct 2022 | $3.7B | $3.7B | $0 | 54 | 0 |
| Mar 2022 | $3.7B | $3.7B | $0 | 54 | 0 |
| Feb 2022 | $3B | $3B | $0 | 49 | 0 |
| Jan 2022 | $3B | $3B | $0 | 49 | 0 |
| Jul 2021 | $3B | $3B | $0 | 49 | 0 |
| Apr 2021 | $3B | $3B | $0 | 49 | 0 |
| Mar 2021 | $3B | $3B | $0 | 49 | 0 |
| Jan 2021 | $2.7B | $2.7B | $0 | 53 | 0 |
| Jun 2020 | $2.7B | $2.7B | $0 | 53 | 0 |
| Mar 2020 | $2.7B | $2.7B | $0 | 53 | 0 |
| Mar 2019 | $2.6B | $2.5B | $2.3M | 54 | 0 |
| Feb 2019 | $2.4B | $2.4B | $2.2M | 54 | 0 |
| Aug 2018 | $2.7B | $2.7B | $2.5M | 55 | 0 |
| Mar 2018 | $2.7B | $2.7B | $2.3M | 57 | 0 |
| Dec 2017 | $2.6B | $2.6B | $2.2M | 55 | 1,908 |
| Jul 2017 | $2.5B | $2.5B | $2.6M | 53 | 2,300 |
| Feb 2017 | $2B | $2B | $0 | 45 | 1,900 |
| Jun 2016 | $2.2B | $2.1B | $73.5M | 45 | 1,600 |
| Apr 2016 | $2B | $2B | $40.8M | 44 | 1,600 |
| Mar 2016 | $1.5B | $1.5B | $0 | 39 | 1,600 |
| Nov 2015 | $1.5B | $1.5B | $0 | 35 | 1,700 |
| Apr 2015 | $1.6B | $1.6B | $0 | 40 | 1,700 |
| Jan 2015 | $1.6B | $1.6B | $0 | 40 | 1,700 |
| Sep 2014 | $1.6B | $1.6B | $0 | 42 | 2,000 |
| Aug 2014 | $1.6B | $1.6B | $0 | 42 | 2,000 |
| Jul 2014 | $1.6B | $1.6B | $0 | 40 | 2,000 |
| Feb 2014 | $1.6B | $1.6B | $0 | 38 | 2,000 |
| Jul 2013 | $1.6B | $1.6B | $0 | 36 | 2,000 |
| Mar 2013 | $1.5B | $1.5B | $0 | 36 | 2,100 |
| Jan 2013 | $1.5B | $1.5B | $0 | 36 | 2,100 |
| Jan 2013 | $1.5B | $1.5B | $0 | 36 | 2,100 |
DateApr 2024
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees55
Clients0
DateMar 2024
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees55
Clients0
DateOct 2023
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees57
Clients0
DateSep 2023
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees57
Clients0
DateSep 2023
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees57
Clients0
DateJul 2023
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees57
Clients0
DateMar 2023
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees57
Clients0
DateOct 2022
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees54
Clients0
DateMar 2022
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees54
Clients0
DateFeb 2022
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees49
Clients0
DateJan 2022
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees49
Clients0
DateJul 2021
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees49
Clients0
DateApr 2021
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees49
Clients0
DateMar 2021
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees49
Clients0
DateJan 2021
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees53
Clients0
DateJun 2020
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees53
Clients0
DateMar 2020
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees53
Clients0
DateMar 2019
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$2.3M
Employees54
Clients0
DateFeb 2019
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$2.2M
Employees54
Clients0
DateAug 2018
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$2.5M
Employees55
Clients0
DateMar 2018
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$2.3M
Employees57
Clients0
DateDec 2017
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$2.2M
Employees55
Clients1,908
DateJul 2017
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$2.6M
Employees53
Clients2,300
DateFeb 2017
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees45
Clients1,900
DateJun 2016
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$73.5M
Employees45
Clients1,600
DateApr 2016
Total AUM$2B
Discretionary$2B
Non-Disc.$40.8M
Employees44
Clients1,600
DateMar 2016
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees39
Clients1,600
DateNov 2015
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees35
Clients1,700
DateApr 2015
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees40
Clients1,700
DateJan 2015
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees40
Clients1,700
DateSep 2014
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees42
Clients2,000
DateAug 2014
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees42
Clients2,000
DateJul 2014
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees40
Clients2,000
DateFeb 2014
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees38
Clients2,000
DateJul 2013
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees36
Clients2,000
DateMar 2013
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees36
Clients2,100
DateJan 2013
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees36
Clients2,100
DateJan 2013
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees36
Clients2,100