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Merriman Wealth Management

Merriman Wealth Management
1983 FOUNDED
M&A STATUS
61-70 EMPLOYEES
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
1 INVESTMENTS
Description

Provider of wealth management services. The company offers its services to high net worth individuals, pension and profit sharing plans, pooled investment vehicles, charitable organizations and corporations.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Parent Company
Primary Office
  • 800 Fifth Avenue
  • Suite 2900
  • Seattle, WA 98104
  • United States

+1 (206) 000-0000

Merriman Wealth Management Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Merriman Wealth Management Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 0000000 000 15-Apr-2016 000000000000000000 Asset Management 0000 000000
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Merriman Wealth Management Executive Team (4)

Name Title Board
Seat
Contact
Info
Colleen Lindstrom Chief Executive Officer
Dave Spratt Chief Operating Officer
David Martin Advisor
Lisa Burke Advisor