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MERK INVESTMENTS LLC

PALO ALTO, CA · CRD 112305 · IAPD ↗ · 650-323-4341

$2.54BRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

40
September 2026 — MERK INVESTMENTS LLC reported RAUM down 32% ($3.71B -> $2.54B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
September 2026 — MERK INVESTMENTS LLC shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
December 2025 — MERK INVESTMENTS LLC moved its main office from MENLO PARK, CA to PALO ALTO, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
65
December 2025 — MERK INVESTMENTS LLC reported RAUM up 93% ($1.62B -> $3.12B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
59
April 2025 — MERK INVESTMENTS LLC reported RAUM up 45% ($1.11B -> $1.62B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2024 — MERK INVESTMENTS LLC crossed $1B in regulatory AUM ($932.5M -> $1.11B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.