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RIA / WealthAdvisorChartered Financial Consultant44 years in industry

WILLIAM SAPP MERRIKEN

Advisor at ALMANACK INVESTMENT PARTNERS

Medford, NJ | NEWTOWN SQUARE, PA

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Search this name across graphsid dfx:ria:eba8608e-f398-a58d-05d2-b4de7b6f7737

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Feb 27, 2006 to Sep 14, 2026

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

Current firm: ALMANACK INVESTMENT PARTNERS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 1982earliest registration or exam on IAPD
Years in industry: 44derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S63|S65
First exam: May 4, 1999
First registration: Feb 27, 2006
Dual registered: no
Other names: WILL MERRIKEN|WILLIAM S MERRIKEN
IAPD individual key: 729243

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ALMANACK INVESTMENT PARTNERS	Independent wealth	Jun 23, 2026	n/a	yes	NEWTOWN SQUARE, PA\|Medford, NJ	Current employment
REDWOOD WEALTH MANAGEMENT GROUP, LLC	Independent wealth	Dec 14, 2016	May 13, 2026	no	moorestown, NJ\|MEDFORD, NJ\|MEDFORD, NJ	Previous registration
LANE HIPPLE - WEALTH MANAGEMENT GROUP	Former SEC adviser	Nov 30, 2015	Sep 28, 2016	no	Moorestown, NJ\|MOORESTOWN, NJ	Previous registration
VSR ADVISORY SERVICES	Former SEC adviser	Apr 1, 2013	Sep 27, 2013	no	OVERLAND PARK, KS\|MOORESTOWN, NJ\|MOORESTOWN, NJ	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jul 25, 2012	Apr 15, 2013	no	MOORESTOWN, NJ\|MT. LAUREL, NJ\|FERNANDINA BEACH, FL\|MOORESTOWN, NJ\|LOWER GWYNEDD, PA\|FERNANDINA BEACH, FL	Previous registration
ON INVESTMENT MANAGEMENT CO	Bd affiliated wealth	Feb 27, 2006	May 15, 2009	no	MOORESTOWN, NJ\|CINCINNATI, OH\|MOORESTOWN, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
REDWOOD WEALTH MANAGEMENT GROUP, LLC	ALMANACK INVESTMENT PARTNERS	May 13, 2026	Jun 23, 2026	41	Firm change	RIA to RIA
LANE HIPPLE - WEALTH MANAGEMENT GROUP	REDWOOD WEALTH MANAGEMENT GROUP, LLC	Sep 28, 2016	Dec 14, 2016	77	Firm change	Other
VSR ADVISORY SERVICES	LANE HIPPLE - WEALTH MANAGEMENT GROUP	Sep 27, 2013	Nov 30, 2015	794	Firm change after gap	Other
LPL FINANCIAL LLC	VSR ADVISORY SERVICES	Apr 15, 2013	Apr 1, 2013	-14	Firm change	Other
ON INVESTMENT MANAGEMENT CO	LPL FINANCIAL LLC	May 15, 2009	Jul 25, 2012	1,167	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
281741:282428:NJ:2026-05-13	May 13, 2026	Jun 23, 2026	MEDFORD, NJ	Firm change

Relationships

Registered with (6)

→ ALMANACK INVESTMENT PARTNERSRegistered adviserregistration: current employment
Jun 23, 2026 to presentfactForm ADV
→ REDWOOD WEALTH MANAGEMENT GROUP, LLCRegistered adviserregistration: previous registration
Dec 14, 2016 to May 13, 2026factForm ADV
→ LANE HIPPLE - WEALTH MANAGEMENT GROUPRegistered adviserregistration: previous registration
Nov 30, 2015 to Sep 28, 2016factForm ADV
→ VSR ADVISORY SERVICESRegistered adviserregistration: previous registration
Apr 1, 2013 to Sep 27, 2013factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jul 25, 2012 to Apr 15, 2013factForm ADV
→ ON INVESTMENT MANAGEMENT CORegistered adviserregistration: previous registration
Feb 27, 2006 to May 15, 2009factForm ADV

Dated events

Occurred
May 13, 2026
Advisor changed firm
William Sapp Merriken left Redwood Wealth Management Group, Llc for Almanack Investment Partners (registered 2026-06-23)
Form ADVobserved 6 days ago