Merriman Wealth Management Overview
- Year Founded
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1983
- Status
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Acquired/Merged
- Employees
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74
- Latest Deal Type
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Buyout/LBO
- Financing Rounds
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1
- Investments
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2
Merriman Wealth Management General Information
Description
Provider of wealth management services based in Seattle, Washington. The company offers its services such as high-net-worth individual plans, pension and profit-sharing plans, pooled investment vehicles, charitable organizations and corporations, thereby enabling successful professionals to make smart decisions with their money and also focus on important things.
Contact Information
Website
www.merriman.com(Operating Subsidiary)
Corporate Office
- 920 5th Avenue
- Suite 2720
- Seattle, WA 98104
- United States
Corporate Office
- 920 5th Avenue
- Suite 2720
- Seattle, WA 98104
- United States
Merriman Wealth Management Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Merriman Wealth Management Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Merriman Wealth Management Acquisitions (2)
Merriman Wealth Management’s most recent deal was a Merger/Acquisition with Carter & Carter Wealth Strategies. The deal was made on 01-Jul-2017.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Carter & Carter Wealth Strategies | 01-Jul-2017 | Merger/Acquisition | Asset Management | ||
| Summit Capital Management | 15-Apr-2016 | Merger/Acquisition | Asset Management |
Merriman Wealth Management FAQs
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When was Merriman Wealth Management founded?
Merriman Wealth Management was founded in 1983.
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Where is Merriman Wealth Management headquartered?
Merriman Wealth Management is headquartered in Seattle, WA.
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What is the size of Merriman Wealth Management?
Merriman Wealth Management has 74 total employees.
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What industry is Merriman Wealth Management in?
Merriman Wealth Management’s primary industry is Asset Management.
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Is Merriman Wealth Management a private or public company?
Merriman Wealth Management is a Private company.
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What is Merriman Wealth Management’s current revenue?
The current revenue for Merriman Wealth Management is .
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When was Merriman Wealth Management acquired?
Merriman Wealth Management was acquired on 07-Jan-2013.
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Who acquired Merriman Wealth Management?
Merriman Wealth Management was acquired by Focus Financial Partners.
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