Merriman Wealth Management is a fund manager in Seattle with $3.69 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
800873697
SEC advisor number
801-77544
FINRA CRD number
166580
AUM ?
$3.69 bn
(as of 12 Oct 22)
Accounts
2,244
(as of 12 Oct 22)
Employees
54
(33 investment advisory or research)
Address
Merriman Wealth Management
800 FIFTH AVENUE SUITE 2900
SEATTLE
WA 98104
800 FIFTH AVENUE SUITE 2900
SEATTLE
WA 98104
Office hours
Monday - Friday, 7 A.M. - 4 P.M.
Phone
206-240-5516
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Focus Operating, LLC | Member (Manager) | 12/2012 | > 75% |
Focus Financial Partners, LLC | Member | 01/2007 | > 75% |
Burger, Jeremy, Andrew | CEO | 01/2017 | < 5% |
Focus Financial Partners Inc. | Member | 07/2018 | > 75% |
de Grys, Kristi, Heather | Chief Operating and Investment Officer & Chief Compliance Officer | 03/2019 | < 5% |
Bartlett, Tyler, Davidson | Director of Advisory Services | 03/2019 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Merriman | $3.69 bn | |
Leveraged Global Opportunity Fund, L.P. | $100.37 mm | Hedge Fund |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Aug 24
13F-HR
Quarterly holdings report by institutional manager
14 May 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
26 Oct 22
13F-HR
Quarterly holdings report by institutional manager
29 Jul 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
29 Apr 22