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    Merriman Wealth Management, Llc

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    Description

    • Merriman was founded in 1983 as a fee-only investment advisory firm with a strong focus on excellent service, smart investing and long-term goals. Weve grown significantly since then, now managing more than $1.5 billion in assets for clients across the country, and while we hold true to those ideals we have also come to realize that investment advice is only a small piece of the puzzle.To help our clients be truly successful in achieving their goals, we offer a comprehensive approach to wealth management that includes not only investment planning, but also encompasses taxes, estate planning, insurance, risk management, charitable giving and more.A Merriman Advisor acts as the personal Chief Financial Officer for each of our clients, helping them achieve goals while preserving and protecting the wealth they have worked hard to accumulate.Interested in a job at Merriman? Apply for current openings at www.merriman.com/jobs
    • location

      Headquarters:800 5th Avenue Suite 2900, Seattle, Washington, United States

      More
    • Merriman Wealth Management, Llc phone

      Phone Number: +1 800-423-4893

    • Merriman Wealth Management, Llc website

      Website: merriman.com

    • Merriman Wealth Management, Llc employees

      Employees:50

    • Merriman Wealth Management, Llc revenue

      Revenue:$1 - 10M

    • Merriman Wealth Management, Llc legal name

      Legal Name:Merriman Wealth Management, Llc

    • Merriman Wealth Management, Llc's Social Media

      Merriman Wealth Management, Llc linkedin Merriman Wealth Management, Llc facebook Merriman Wealth Management, Llc twitter
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    CEO for Merriman Wealth Management, Llc

    Jeremy Burger

    Chief Executive Officer

    Person level website visitor identification

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    View Employees

    Kristi De Grys

    Chief Operating Officer And Chief Investment Officer

    Aries Lazaro

    Director Of Finance

    Abby Obermiller

    Director Of Client Services

    Jake Wham

    Director Of Operations

    Matthew Rudolf

    Portfolio Manager

    Frequently Asked Questions regarding Merriman Wealth Management, Llc

    • Where are Merriman Wealth Management, Llc's Headquarters?

      Merriman Wealth Management, Llc's Headquarters are in 800 5th Avenue Suite 2900,Seattle,Washington,United States

    • What is Merriman Wealth Management, Llc's phone number?

      Merriman Wealth Management, Llc's phone number is +1 800-423-4893

    • What is Merriman Wealth Management, Llc's official website?

      Merriman Wealth Management, Llc's official website is merriman.com

    • What is Merriman Wealth Management, Llc's Revenue?

      Merriman Wealth Management, Llc's revenue is $1 - 10M

    • What is Merriman Wealth Management, Llc's NAICS code?

      Merriman Wealth Management, Llc's NAICS code is 523930

    • How many employees are working in Merriman Wealth Management, Llc

      Merriman Wealth Management, Llc has 50 employees

    • What is Merriman Wealth Management, Llc's Industry?

      Merriman Wealth Management, Llc is in the industry of Financial Services

    • Who is Merriman Wealth Management, Llc's CEO?

      Merriman Wealth Management, Llc's CEO is Jeremy Burger

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