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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

MERRIMAN WEALTH ADVISORS

MERRIMAN ASSET MANAGEMENT, INC., CRD 158605

SAN FRANCISCO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a748e03e-bb05-5e18-18f4-d9bac1173af6

Data as of Jan 26, 2015 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Apr 15, 2014 to Jan 26, 2015
3 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 2
Advisory employees: 1
SEC number: 801-79639
CRD: 158605
Filings on the tape: 3
First filed: Apr 15, 2014
Latest filed: Jan 26, 2015
Organised: Corporation, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MERRIMAN HOLDINGS, INC.	Corporation	E	yes	07/2011	Apr 15, 2014	Jan 26, 2015
FEBBO, WILLIAM, J	CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER	Na	no	01/2015	Jan 26, 2015	Jan 26, 2015

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MERRIMAN CAPITAL, INC.	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2014	Jan 26, 2015	n/a	n/a	2	1	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2014	n/a	n/a	n/a	n/a	n/a	2	n/a	n/a	n/a

Relationships

Owns (1)

← FEBBO, WILLIAM, JOwnerCHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 26, 2015 to presentfactForm ADV

Controls (1)

← MERRIMAN HOLDINGS, INC.OwnerCORPORATION, ownership code E, domestic entity
Apr 15, 2014 to presentfactForm ADV

Registered with (1)

← PETER RICHARD GARDINERAdvisorregistration: previous registration
May 22, 2012 to Jul 10, 2012factForm ADV

Dated events

Occurred
Apr 15, 2014
First Form ADV filing
Merriman Wealth Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a748e03e-bb05-5e18-18f4-d9bac1173af6
First observed: Apr 15, 2014
Last observed: Jan 26, 2015 141 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MERRIMAN WEALTH ADVISORS

MERRIMAN ASSET MANAGEMENT, INC., CRD 158605

SAN FRANCISCO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a748e03e-bb05-5e18-18f4-d9bac1173af6

Data as of Jan 26, 2015 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:26 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MERRIMAN HOLDINGS, INC.

Corporation

yes

07/2011

Apr 15, 2014

Jan 26, 2015

FEBBO, WILLIAM, J

CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER

01/2015

Jan 26, 2015

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MERRIMAN CAPITAL, INC.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2014

Jan 26, 2015

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2014

n/a