RICHARDS, MERRILL & PETERSON, INC.
Legal name: RICHARDS MERRILL WEALTH MANAGEMENT
CRD #713 SEC #801-113034 SPOKANE, WA 509-624-3174
SEC Registered Broker-Dealer Disclosures
Total AUM
$514.5M
Discretionary
$423.1M
Employees
10
Clients
10
Accounts
1,061
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $514.5M | $423.1M | $91.3M | 10 | 0 |
| Mar 2025 | $514.5M | $423.1M | $91.3M | 10 | 0 |
| Apr 2024 | $395.8M | $242.1M | $153.7M | 8 | 0 |
| Mar 2024 | $395.8M | $242.1M | $153.7M | 8 | 0 |
| Nov 2023 | $290M | $166.4M | $123.6M | 7 | 0 |
| Mar 2023 | $290M | $166.4M | $123.6M | 7 | 0 |
| Oct 2022 | $289.1M | $144.2M | $144.9M | 7 | 0 |
| May 2022 | $289.1M | $144.2M | $144.9M | 7 | 0 |
| Mar 2022 | $289.1M | $144.2M | $144.9M | 7 | 0 |
| Sep 2021 | $230.1M | $113.1M | $117M | 8 | 0 |
| Mar 2021 | $230.1M | $113.1M | $117M | 8 | 0 |
| Jul 2020 | $184.2M | $88.4M | $95.8M | 8 | 0 |
| Jun 2020 | $184.2M | $88.4M | $95.8M | 8 | 0 |
| Mar 2020 | $184.2M | $88.4M | $95.8M | 8 | 0 |
| Mar 2019 | $115.1M | $59.4M | $55.6M | 8 | 0 |
| May 2018 | $104.9M | $46.3M | $58.6M | 10 | 0 |
| Mar 2018 | $104.9M | $46.3M | $58.6M | 10 | 0 |
DateJul 2025
Total AUM$514.5M
Discretionary$423.1M
Non-Disc.$91.3M
Employees10
Clients0
DateMar 2025
Total AUM$514.5M
Discretionary$423.1M
Non-Disc.$91.3M
Employees10
Clients0
DateApr 2024
Total AUM$395.8M
Discretionary$242.1M
Non-Disc.$153.7M
Employees8
Clients0
DateMar 2024
Total AUM$395.8M
Discretionary$242.1M
Non-Disc.$153.7M
Employees8
Clients0
DateNov 2023
Total AUM$290M
Discretionary$166.4M
Non-Disc.$123.6M
Employees7
Clients0
DateMar 2023
Total AUM$290M
Discretionary$166.4M
Non-Disc.$123.6M
Employees7
Clients0
DateOct 2022
Total AUM$289.1M
Discretionary$144.2M
Non-Disc.$144.9M
Employees7
Clients0
DateMay 2022
Total AUM$289.1M
Discretionary$144.2M
Non-Disc.$144.9M
Employees7
Clients0
DateMar 2022
Total AUM$289.1M
Discretionary$144.2M
Non-Disc.$144.9M
Employees7
Clients0
DateSep 2021
Total AUM$230.1M
Discretionary$113.1M
Non-Disc.$117M
Employees8
Clients0
DateMar 2021
Total AUM$230.1M
Discretionary$113.1M
Non-Disc.$117M
Employees8
Clients0
DateJul 2020
Total AUM$184.2M
Discretionary$88.4M
Non-Disc.$95.8M
Employees8
Clients0
DateJun 2020
Total AUM$184.2M
Discretionary$88.4M
Non-Disc.$95.8M
Employees8
Clients0
DateMar 2020
Total AUM$184.2M
Discretionary$88.4M
Non-Disc.$95.8M
Employees8
Clients0
DateMar 2019
Total AUM$115.1M
Discretionary$59.4M
Non-Disc.$55.6M
Employees8
Clients0
DateMay 2018
Total AUM$104.9M
Discretionary$46.3M
Non-Disc.$58.6M
Employees10
Clients0
DateMar 2018
Total AUM$104.9M
Discretionary$46.3M
Non-Disc.$58.6M
Employees10
Clients0