MERRIMAN WEALTH MANAGEMENT, LLC
MERRIMAN WEALTH MANAGEMENT, LLC of SEATTLE, WA is an SEC-registered investment adviser (CRD 166580). Regulatory assets under management: $3.6B.
Registration
- CRD: 166580
- SEC file number: 801-77544
- Type: Registered investment adviser
- Location: 920 FIFTH AVENUE, SUITE 2720, SEATTLE, WA, 98104
- Phone: 800-423-4893
- Latest filing: 2024-04-24
- Regulatory AUM: $3.6B
- Discretionary AUM: $3.6B
- Clients: 55
- Accounts: 2,370
Officers, owners & control persons (7)
| Name | Role | Location |
|---|
| SPRATT DAVID STEVEN | COO; COO/CCO | — |
| LINDSTROM COLLEEN JOY | CEO; CFO | — |
| BROWN STEPHANIE | CCO | — |
| BURGER JEREMY ANDREW | CEO | — |
| AGUAYO ERICK ALEXANDER | CCO | — |
| de Grys Kristi Heather | CHIEF OPERATING AND INVESTMENT OFFICER; CHIEF OPERATING AND INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | — |
| BARTLETT TYLER DAVIDSON | DIRECTOR OF ADVISORY SERVICES; DIRECTOR OF WEALTH MANAGEMENT | — |
Private funds (1)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| LEVERAGED GLOBAL OPPORTUNITY FUND, L.P. | Hedge Fund | — | 81 | $4.8M | $250K |
Fund service providers (1)
- administrator: ALPS, A DST COMPANY
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