Merriman Wealth Management, LLC

Life only happens once. Live it fully.

General Information
Company Name
Merriman Wealth Management, LLC
Founded Year
1983
Location (Offices)
Seattle, United States +3
Founders / Decision Makers
Number of Employees
73
Industries
Financial Services
Funding Stage
-
Social Media

Merriman Wealth Management, LLC - Company Profile

Merriman Wealth Management, LLC is a renowned financial services company founded in 1982 in the United States. With a strong emphasis on excellent service and smart investing, the company manages over $3.6 billion in assets for clients nationwide. Its comprehensive approach to wealth management extends beyond investment planning to encompass taxes, estate planning, insurance, risk management, charitable giving, and more. This holistic strategy aligns with the company's slogan, "Empowering you to live fully by providing peace of mind throughout your financial life." Merriman's commitment to client success is reflected in its belief that wealth enables the fullest experience of life, a concept attributed to Thoreau. While the company does not solicit testimonials or endorsements, it prioritizes the individualized experiences of its clients. Although details regarding the last investment round and investors are currently unavailable, Merriman's dedication to its clients' financial well-being is evident in its approach and ethos. For those interested in joining this dynamic company, current job openings can be found at www.merriman.com/jobs.

Taxonomy: investment advisory, financial planning, tax planning, estate planning, charitable giving, fee-only advisory firm, fiduciary, investment management, client-focused, comprehensive wealth management, long-term goals

Funding Rounds & Investors of Merriman Wealth Management, LLC (0)

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There is no investment information

Latest News of Merriman Wealth Management, LLC

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