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RICHARDS MERRILL WEALTH MANAGEMENT

SPOKANE, WA · CRD 713 · IAPD ↗ · rmwealthmgmt.com · 509-624-3174

$643.6MRegulatory AUM
10Advisory reps
10Employees
0Clients
1-10Planning clients
0Private funds
11States
11Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — RICHARDS MERRILL WEALTH MANAGEMENT reported RAUM up 25% ($514.5M -> $643.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
28
March 2025 — RICHARDS MERRILL WEALTH MANAGEMENT changed its website from rmpinvest.com to rmwealthmgmt.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
70
March 2025 — RICHARDS MERRILL WEALTH MANAGEMENT crossed $500M in regulatory AUM ($395.8M -> $514.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
March 2025 — RICHARDS MERRILL WEALTH MANAGEMENT grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
May 2024 — RICHARDS MERRILL WEALTH MANAGEMENT notice-filed in FL, MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2024 — RICHARDS MERRILL WEALTH MANAGEMENT reported RAUM up 36% ($290.0M -> $395.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — RICHARDS MERRILL WEALTH MANAGEMENT grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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