Merriman Wealth Management Overview

  • Year Founded
  • 1983

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 54

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

  • Investments
  • 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

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Parent Company
Corporate Office
  • 920 fifth Avenue
  • Suite 2720
  • Seattle, WA 98104
  • United States
+1 (800) 000-0000

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Merriman Wealth Management Valuation & Funding

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

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Merriman Wealth Management Executive Team (11)

Name Title Board Seat Contact Info
Jeremy Burger Chief Executive Officer
Kristi Grys Chief Operating Officer, Chief Investment Officer & Chief Compliance Officer
Aries Lazaro Finance Director
David Martin Relationship Manager
Andrew Bloom Portfolio Manager & Wealth Advisor
You’re viewing 5 of 11 executive team members. Get the full list »

Merriman Wealth Management Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Merriman Wealth Management Acquisitions (2)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Carter & Carter Wealth Strategies 01-Jul-2017 0000000000 Asset Management 000000 00
Summit Capital Management 15-Apr-2016 Merger/Acquisition Asset Management 0000 0000
To view Merriman Wealth Management’s complete acquisitions history, request access »

Merriman Wealth Management FAQs

  • When was Merriman Wealth Management founded?

    Merriman Wealth Management was founded in 1983.

  • Where is Merriman Wealth Management headquartered?

    Merriman Wealth Management is headquartered in Seattle, WA.

  • What is the size of Merriman Wealth Management?

    Merriman Wealth Management has 54 total employees.

  • What industry is Merriman Wealth Management in?

    Merriman Wealth Management’s primary industry is Asset Management.

  • Is Merriman Wealth Management a private or public company?

    Merriman Wealth Management is a Private company.

  • What is Merriman Wealth Management’s current revenue?

    The current revenue for Merriman Wealth Management is 000000.

  • When was Merriman Wealth Management acquired?

    Merriman Wealth Management was acquired on 07-Jan-2013.

  • Who acquired Merriman Wealth Management?

    Merriman Wealth Management was acquired by Focus Financial Partners.

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