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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 1b 10b

MERRIMAN

MERRIMAN WEALTH MANAGEMENT, LLC, CRD 166580

SEATTLE, WA

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:c802d0b0-cd88-8c9d-8926-3624ec270ea1

Data as of Apr 24, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 63
Dated events: 18
On other graphs: 0
Observed: Jan 3, 2013 to Apr 24, 2024
39 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
Regulatory AUM: $3.6BItem 5.F on the latest filing (2024-04-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.6B
Private client RAUM: $3.6BderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 55
Advisory employees: 32
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 2,370
Individual clients: 1,229
High net worth clients: 1,130
Private funds: 1Schedule D 7.B(1)
Private fund GAV: $4.8Mgross asset value as reported per fund; never fund size
Custody, client assets: $1.2B
SEC number: 801-77544
CIK: 1568389
CRD: 166580
Filings on the tape: 39
First filed: Jan 3, 2013
Latest filed: Apr 24, 2024
Organised: Limited Liability Company, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
LEVERAGED GLOBAL OPPORTUNITY FUND, L.P.	Hedge Fund	$4.8M	Apr 24, 2024	81	Mar 1, 2012	reported	021-219811

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
BARTLETT, TYLER, DAVIDSON	DIRECTOR OF WEALTH MANAGEMENT	Na	yes	03/2019	Mar 13, 2020	Apr 24, 2024
BURGER, JEREMY, ANDREW	Ceo	Na	yes	01/2017	Feb 27, 2017	Apr 24, 2024
CD&R FERDINAND CO-INVESTOR, L.P.	Partner	C	yes	08/2023	Sep 26, 2023	Apr 24, 2024
CD&R FERDINAND HOLDINGS, L.P.	Partner	D	yes	08/2023	Sep 26, 2023	Apr 24, 2024
CLAYTON, DUBILIER & RICE FUND XII, L.P.	Partner	D	yes	08/2023	Sep 26, 2023	Apr 24, 2024
de Grys, Kristi, Heather	CHIEF OPERATING AND INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER	Na	yes	03/2019	Mar 13, 2020	Apr 24, 2024
FERDINAND FFP ACQUISITION, LLC	SHAREHOLDER, CLASS A COMMON STOCK	E	yes	08/2023	Sep 26, 2023	Apr 24, 2024
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	Member	E	yes	08/2023	Sep 26, 2023	Apr 24, 2024
FERDINAND FFP PARENT, INC.	Member	E	yes	08/2023	Sep 26, 2023	Apr 24, 2024
FERDINAND FFP ULTIMATE HOLDINGS, LP	Shareholder	E	yes	08/2023	Sep 26, 2023	Apr 24, 2024
FERDINAND FFP ULTIMATE HOLDINGS, LP	SHAREHOLDER, CLASS B COMMON STOCK	E	yes	08/2023	Sep 26, 2023	Apr 24, 2024
FOCUS FINANCIAL PARTNERS INC.	Member	E	yes	07/2018	Aug 22, 2018	Apr 24, 2024
FOCUS FINANCIAL PARTNERS, LLC	Member	E	yes	01/2007	Jan 3, 2013	Apr 24, 2024
FOCUS OPERATING, LLC	MEMBER (MANAGER)	E	yes	12/2012	Jan 3, 2013	Apr 24, 2024

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
FOCUS RISK SOLUTIONS, LLC	n/a	n/a	n/a	N	yes	n/a
LEVERAGED GLOBAL OPPORTUNITY FUND, G.P., LLC	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Bellevue	Wa	United States	6	no
Eugene	Or	United States	3	no
n/a	n/a	n/a	1	no

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
2023	Mar 28, 2024	$3.6B	$3.6B	55	32	3	1	$4.8M
2022	Mar 24, 2023	$3.3B	$3.3B	57	30	4	1	$81.2M
2021	Mar 29, 2022	$3.7B	$3.7B	54	33	3	1	$100M
2020	Mar 29, 2021	$3.0B	$3.0B	49	31	2	1	$72.2M
2019	Mar 13, 2020	$2.7B	$2.7B	53	32	2	1	$51.7M
2018	Feb 26, 2019	$2.4B	$2.4B	54	32	2	1	$50.2M
2017	Mar 2, 2018	$2.7B	$2.7B	57	28	2	1	$53.4M
2016	Feb 27, 2017	$2.0B	$2.0B	45	25	n/a	1	$43.2M
2015	Mar 16, 2016	$1.5B	$1.5B	39	21	n/a	1	$40.4M
2014	Jan 15, 2015	$1.6B	$1.6B	40	15	n/a	1	$42.7M
2013	Feb 24, 2014	$1.6B	$1.6B	38	15	n/a	1	$44.4M
2012	Jan 30, 2013	$1.5B	$1.5B	36	12	n/a	1	$33.1M

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
2023	$3.6B	$3.3B	9.4%	$3.0B	5.9%	55	57	3	4

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MB GEN WEALTH	2	Oct 2, 2023	Sep 7, 2023	SEATTLE, WA	Team lift out	RIA to new firm	8.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
SUMMIT CAPITAL MANAGEMENT LLC	3	Apr 4, 2016	Apr 25, 2016	SEATTLE, WA	Firm absorbed	Other	100.0%

Relationships

Advises (1)

→ LEVERAGED GLOBAL OPPORTUNITY FUND, L.P.Private fundHedge Fund, IA
Mar 1, 2012 to presentfactForm ADV

Controls (12)

← BARTLETT, TYLER, DAVIDSONOwnerDIRECTOR OF WEALTH MANAGEMENT, ownership code NA, individual
Mar 13, 2020 to presentfactForm ADV
← BURGER, JEREMY, ANDREWOwnerCEO, ownership code NA, individual
Feb 27, 2017 to presentfactForm ADV
← de Grys, Kristi, HeatherOwnerCHIEF OPERATING AND INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 13, 2020 to presentfactForm ADV
← CD&R FERDINAND CO-INVESTOR, L.P.OwnerPARTNER, ownership code C, foreign entity
Sep 26, 2023 to presentfactForm ADV
← CD&R FERDINAND HOLDINGS, L.P.OwnerPARTNER, ownership code D, domestic entity
Sep 26, 2023 to presentfactForm ADV
← CLAYTON, DUBILIER & RICE FUND XII, L.P.OwnerPARTNER, ownership code D, foreign entity
Sep 26, 2023 to presentfactForm ADV
← FERDINAND FFP ACQUISITION, LLCOwnerSHAREHOLDER, CLASS A COMMON STOCK, ownership code E, domestic entity
Sep 26, 2023 to presentfactForm ADV
← FERDINAND FFP INTERMEDIATE HOLDINGS, LLCOwnerMEMBER, ownership code E, domestic entity
Sep 26, 2023 to presentfactForm ADV
← FERDINAND FFP PARENT, INC.OwnerMEMBER, ownership code E, domestic entity
Sep 26, 2023 to presentfactForm ADV
← FERDINAND FFP ULTIMATE HOLDINGS, LPOwnerSHAREHOLDER, ownership code E, domestic entity
Sep 26, 2023 to presentfactForm ADV
← FOCUS FINANCIAL PARTNERS INC.OwnerMEMBER, ownership code E, domestic entity
Aug 22, 2018 to presentfactForm ADV
← FOCUS OPERATING, LLCOwnerMEMBER (MANAGER), ownership code E, domestic entity
Jan 3, 2013 to presentfactForm ADV

Affiliated with (2)

← CAPGROUP ADVISORSRegistered adviserother investment adviser, common control
factForm ADV
← HUFFORD ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (43)

← PARESH VINAYAK KAMDARAdvisorregistration: previous registration
Jan 15, 2013 to Mar 27, 2025factForm ADV
← SARAH ELIZABETH KORDONAdvisorregistration: previous registration
Jul 30, 2018 to Mar 27, 2025factForm ADV
← TYLER DAVIDSON BARTLETTAdvisorregistration: previous registration
Jan 15, 2013 to Mar 27, 2025factForm ADV
← AARON MARCELLO SPENCERAdvisorregistration: previous registration
Feb 25, 2014 to Mar 27, 2025factForm ADV
← JEREMY ANDREW BURGERAdvisorregistration: previous registration
Jan 14, 2013 to Mar 27, 2025factForm ADV
← AIMEE KIRSTEN BUTLERAdvisorregistration: previous registration
Mar 2, 2018 to Mar 27, 2025factForm ADV
← JACOB PAUL WHAMAdvisorregistration: previous registration
Oct 2, 2013 to Mar 27, 2025factForm ADV
← LOWELL LOMBARDINI PARKERAdvisorregistration: previous registration
Jan 14, 2013 to Mar 27, 2025factForm ADV
← GEOFFREY YALE CURRANAdvisorregistration: previous registration
Feb 3, 2016 to Mar 27, 2025factForm ADV
← FRANK MCLAUGHLINAdvisorregistration: previous registration
Jun 4, 2014 to Mar 27, 2025factForm ADV
← CHRISTOPHER FRANCIS WACLAWIKAdvisorregistration: previous registration
Aug 26, 2014 to Mar 27, 2025factForm ADV
← MOOREA CHAN MONACOAdvisorregistration: previous registration
Aug 5, 2019 to Mar 27, 2025factForm ADV
← DANIELLE LYNN STRUMBETAAdvisorregistration: previous registration
Jan 22, 2020 to Mar 27, 2025factForm ADV
← Jennifer Paige LeeAdvisorregistration: previous registration
Dec 10, 2019 to Mar 27, 2025factForm ADV
← SIERRA MARIE BUTLERAdvisorregistration: previous registration
Aug 24, 2020 to Mar 27, 2025factForm ADV
← Scott Michael ChristensenAdvisorregistration: previous registration
Oct 1, 2018 to Mar 27, 2025factForm ADV
← Michael Brian ErsserAdvisorregistration: previous registration
Jan 9, 2019 to Mar 27, 2025factForm ADV
← Jeffrey Gordon BarnettAdvisorregistration: previous registration
Feb 1, 2019 to Mar 27, 2025factForm ADV
← Michelle Channa Lach GruberAdvisorregistration: previous registration
Sep 2, 2020 to Mar 27, 2025factForm ADV
← Emily Catherine HengstlerAdvisorregistration: previous registration
Mar 15, 2022 to Mar 27, 2025factForm ADV
← Katherine Ann HamelAdvisorregistration: previous registration
Jul 13, 2023 to Mar 27, 2025factForm ADV
← Isaac EverettAdvisorregistration: previous registration
Jul 29, 2024 to Mar 27, 2025factForm ADV
← Elizabeth Breedlove-Homan GustafsonAdvisorregistration: previous registration
Jun 7, 2024 to Mar 27, 2025factForm ADV
← Michelle Christine Xue Xue ShookAdvisorregistration: previous registration
Jan 1, 2023 to Mar 27, 2025factForm ADV
← Patrick Mason CzerwinskiAdvisorregistration: previous registration
May 13, 2024 to Mar 27, 2025factForm ADV
← Lily Inez GillmanAdvisorregistration: previous registration
Nov 22, 2023 to Mar 27, 2025factForm ADV
← Charles Hagen JonesAdvisorregistration: previous registration
Dec 6, 2023 to Mar 27, 2025factForm ADV
← Annika BrownAdvisorregistration: previous registration
Nov 11, 2024 to Mar 27, 2025factForm ADV
← JOSEPH GLENN VALERIOAdvisorregistration: previous registration
Oct 12, 2023 to Dec 19, 2024factForm ADV
← ALAN HAN HENSLEYAdvisorregistration: previous registration
Mar 8, 2016 to Oct 13, 2023factForm ADV
and 13 more

Moved with (2)

→ MB GEN WEALTHRegistered adviser2 advisors, team lift out, same day
Oct 2, 2023 to Sep 7, 2023factForm ADV
← SUMMIT CAPITAL MANAGEMENT LLCRegistered adviser3 advisors, firm absorbed
Apr 4, 2016 to Apr 25, 2016factForm ADV

Dated events

Occurred
May 2, 2025
Left the SEC roster
Merriman no longer on the SEC adviser roster (last listed 2025-03-06, RAUM $3.6B)
Form ADVobserved 6 days ago
$3.6B
Occurred
Dec 19, 2024
Advisor changed firm
Joseph Glenn Valerio left Merriman for Northstar Financial Planners, Inc. (registered 2025-01-10)
Form ADVobserved 6 days ago
Occurred
Oct 13, 2023
Advisor changed firm
Alan Han Hensley left Merriman for Financial Insights Wealth Management (registered 2023-10-24)
Form ADVobserved 6 days ago
Occurred
Oct 2, 2023
Team lift-out
2 advisors left Merriman (Seattle, WA) for MB Gen Wealth on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Oct 2, 2023
Advisor changed firm
Andrew J Bloom left Merriman for Mb Gen Wealth (registered 2023-09-07)
Form ADVobserved 6 days ago
Occurred
Oct 2, 2023
Advisor changed firm
David Kohl Martin left Merriman for Mb Gen Wealth (registered 2023-09-07)
Form ADVobserved 6 days ago
Occurred
Jun 9, 2023
Advisor changed firm
Daniel Anthony Hill left Merriman for Coldstream Wealth Management (registered 2023-10-19)
Form ADVobserved 6 days ago
Occurred
Jan 2, 2023
Advisor changed firm
Matthew William Kelley left Merriman for Brighton Jones Llc (registered 2023-01-31)
Form ADVobserved 6 days ago
Occurred
May 9, 2022
Advisor changed firm
Michael Scott Van Sant left Merriman for Northwest Asset Management (registered 2022-05-10)
Form ADVobserved 6 days ago
Occurred
Jan 5, 2022
Advisor changed firm
Kristi Ann Panza left Merriman for Coldstream Wealth Management (registered 2022-02-18)
Form ADVobserved 6 days ago
Occurred
Jan 15, 2021
Control person left
Alexander Erick Aguayo (Cco) no longer on Schedule A of Merriman (listed 2020-06-08, absent 2021-01-15)
Form ADVobserved 6 days ago
Occurred
Mar 13, 2020
Control person joined
Heather Kristi De Grys (Chief Operating And Investment Officer) appeared on Schedule A of Merriman
Form ADVobserved 6 days ago
Occurred
Mar 13, 2020
Control person joined
Davidson Tyler Bartlett (Director Of Advisory Services) appeared on Schedule A of Merriman
Form ADVobserved 6 days ago
Occurred
Mar 28, 2019
Control person joined
Alexander Erick Aguayo (Cco) appeared on Schedule A of Merriman
Form ADVobserved 6 days ago
Occurred
Mar 28, 2019
Control person left
Joy Colleen Lindstrom (Cfo) no longer on Schedule A of Merriman (listed 2019-02-26, absent 2019-03-28)
Form ADVobserved 6 days ago
Occurred
Mar 28, 2019
Control person left
Steven David Spratt (Coo/Cco) no longer on Schedule A of Merriman (listed 2019-02-26, absent 2019-03-28)
Form ADVobserved 6 days ago
Occurred
Jan 3, 2013
Succession filed (Item 4)
Merriman reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 6 days ago
Occurred
Jan 3, 2013
First Form ADV filing
Merriman filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c802d0b0-cd88-8c9d-8926-3624ec270ea1
First observed: Jan 3, 2013
Last observed: Apr 24, 2024 29 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

MERRIMAN WEALTH MANAGEMENT, LLC, CRD 166580

SEATTLE, WA

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:c802d0b0-cd88-8c9d-8926-3624ec270ea1

Data as of Apr 24, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:32 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

LEVERAGED GLOBAL OPPORTUNITY FUND, L.P.

Hedge Fund

$4.8M

Apr 24, 2024

Mar 1, 2012

reported

021-219811

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BARTLETT, TYLER, DAVIDSON

DIRECTOR OF WEALTH MANAGEMENT

yes

03/2019

Mar 13, 2020

Apr 24, 2024

BURGER, JEREMY, ANDREW

Ceo

yes

01/2017

Feb 27, 2017

Apr 24, 2024

CD&R FERDINAND CO-INVESTOR, L.P.

Partner

yes

08/2023

Sep 26, 2023

Apr 24, 2024

CD&R FERDINAND HOLDINGS, L.P.

Partner

yes

08/2023

Sep 26, 2023

Apr 24, 2024

CLAYTON, DUBILIER & RICE FUND XII, L.P.

Partner

yes

08/2023

Sep 26, 2023

Apr 24, 2024

de Grys, Kristi, Heather

CHIEF OPERATING AND INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER

yes

03/2019

Mar 13, 2020

Apr 24, 2024

FERDINAND FFP ACQUISITION, LLC

SHAREHOLDER, CLASS A COMMON STOCK

yes

08/2023

Sep 26, 2023

Apr 24, 2024

FERDINAND FFP INTERMEDIATE HOLDINGS, LLC

Member

yes

08/2023

Sep 26, 2023

Apr 24, 2024

FERDINAND FFP PARENT, INC.

Member

yes

08/2023

Sep 26, 2023

Apr 24, 2024

FERDINAND FFP ULTIMATE HOLDINGS, LP

Shareholder

yes

08/2023

Sep 26, 2023

Apr 24, 2024

FERDINAND FFP ULTIMATE HOLDINGS, LP

SHAREHOLDER, CLASS B COMMON STOCK

yes

08/2023

Sep 26, 2023

Apr 24, 2024

FOCUS FINANCIAL PARTNERS INC.

Member

yes

07/2018

Aug 22, 2018

Apr 24, 2024

FOCUS FINANCIAL PARTNERS, LLC

Member

yes

01/2007

Jan 3, 2013

Apr 24, 2024

FOCUS OPERATING, LLC

MEMBER (MANAGER)

yes

12/2012

Jan 3, 2013

Apr 24, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FOCUS RISK SOLUTIONS, LLC

n/a

yes

n/a

LEVERAGED GLOBAL OPPORTUNITY FUND, G.P., LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Bellevue

United States

Eugene

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 28, 2024

$3.6B

$4.8M

2022

Mar 24, 2023

$3.3B

$81.2M

2021

Mar 29, 2022

$3.7B

$100M

2020

Mar 29, 2021

$3.0B

$72.2M

2019

Mar 13, 2020

$2.7B

$51.7M

2018

Feb 26, 2019

$2.4B

$50.2M

2017

Mar 2, 2018

$2.7B

$53.4M

2016

Feb 27, 2017

$2.0B

n/a

$43.2M

2015

Mar 16, 2016

$1.5B

n/a

$40.4M

2014

Jan 15, 2015

$1.6B

n/a

$42.7M

2013

Feb 24, 2014

$1.6B

n/a

$44.4M

2012

Jan 30, 2013

$1.5B

n/a

$33.1M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$3.6B

$3.3B

9.4%

$3.0B

5.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MB GEN WEALTH

Oct 2, 2023

Sep 7, 2023

SEATTLE, WA

Team lift out

RIA to new firm

8.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SUMMIT CAPITAL MANAGEMENT LLC

Apr 4, 2016

Apr 25, 2016

SEATTLE, WA

Firm absorbed

Other

100.0%