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MERRIMAN

SEATTLE, WA · CRD 166580 · IAPD ↗ · 800-423-4893

$3.61BRegulatory AUM
32Advisory reps
55Employees
0Clients
More than 500Planning clients
1Private funds
38States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2025 — MERRIMAN (SEATTLE, WA) left the SEC roster (was $3.61B RAUM, 32 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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