Merriman Wealth Management LLC

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Assets, Funds, Holdings

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Merriman Wealth Management LLC
CRD #166580
SEC #801-77544
CIK #
AUM $2.4 BB (100% Disc, 100% US)
Employees54 (59% Investors, 2% Brokers)
Phone206-285-8877
Address800 Fifth Avenue Suite 2900
Seattle, WA 98104
Links IAPDexternal Websiteexternal Twitterexternal LinkedInexternal Facebookexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
MSFT 865,660.0 56.1
AMGN 114,590.0 23.4
AKS 869.9 18.0
UPS 93,620.0 16.3
VOO 14.0
VXF 9.8
VB 9.4
SCHC 7.7
VWO 7.6
ELLI 3,460.0 7.2
View All
Holdings by Sector ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Leveraged Global Opportunity Fund LP 2014-06-25external
52.8
50.2
View All
Fund Directors # Filings # Firms
Dennis Tilley 7 1
Colleen Lindstrom 5 1
Jeremy Burger 2 1
Comparable Firms State AUM ($BB)
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2.6
New Providence Asset Management LP
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2.5
Bluestone Capital Management LLC
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2.5
McGlinn Capital Management Inc
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2.5
Gordian Capital Singapore Private Limited
2.5
Third Avenue Management LLC
NY
2.5
Wellesley Asset Management Inc
MA
2.4
Skyview Investment Advisors LLC
NJ
2.4
Seizert Capital Partners LLC
MI
2.4
Ladenburg Thalmann Asset Management Inc
NY
2.3