"Wealth is the ability to fully experience life." -Thoreau Merriman was founded in 1983 as a fee-only investment advisory firm with a strong focus on excellent service, smart investing and achieving long-term goals. We now managing more than $3.6 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. Interested in a job at Merriman? Apply for current openings at www.merriman.com/jobs ___________________________________________ Merriman does not solicit any testimonial or endorsement activity, and provides no compensation, cash or otherwise, for such. Opinions presented herein are solely that of the author/poster and may not be considered representative of every client or non-client experience. Testimonials may be provided by current clients and endorsements may be provided by persons other than current clients. There are no material conflicts of interest to note on the part of the person or entity giving the testimonial or endorsement and Merriman’s relationship with such person or entity.
View Top Employees from Merriman Wealth Management, LLCWebsite | http://www.merriman.com |
Revenue | $33 million |
Employees | 77 (77 on RocketReach) |
Founded | 1983 |
Address | 920 5th Ave Suite 2720, Seattle, Washington 98104, US |
Phone | (206) 285-8877 |
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Industry | Financial Services, Finance General, Asset Management, Wealth Management, Finance, Investment advisor, Fiduciary, Fee-only advisory firm, Investment Management |
Web Rank | 3 Million |
Keywords | 1099 R Backdoor Roth, Merriman Group, Merriman Wealth Management, Taxable Account Portfolio, Long Term Capital Gains Tax |
Competitors | Apriem Advisors, Brown & Tedstrom, Inc., CONCERT Wealth Management, Inc., Klingenstein Fields Advisors, Petersen Hastings |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 42 Companies, NAICS Code 423 Companies, NAICS Code 42339 Companies, NAICS Code 423390 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 4233 Companies, NAICS Code 52 Companies |
Looking for a particular Merriman Wealth Management, LLC employee's phone or email?
The Merriman Wealth Management, LLC annual revenue was $33 million in 2024.
Dennis Tilley is the Director of Alternative Investments of Merriman Wealth Management, LLC.
77 people are employed at Merriman Wealth Management, LLC.
Merriman Wealth Management, LLC is based in Seattle, Washington.
The NAICS codes for Merriman Wealth Management, LLC are [42, 423, 42339, 423390, 523, 5239, 52393, 4233, 52].
The SIC codes for Merriman Wealth Management, LLC are [62, 628].