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  1. Companies/
  2. Merriman Wealth Management, LLC

Filings through Oct 24, 2026.

Merriman Wealth Management, LLC

EIN 80-0873697-financial services-Latest filing 2024
Plans
1
Retirement
1
$24.7M assets
Health & Benefits
0
Participants
74
920 5TH AVENUE, STE. 2720 - SEATTLE, WA 98104206-285-8877merriman.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$24.7M - 74 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

MERRIMAN RETIREMENT PLAN

401(k)

Assets$24.7M
Participants74
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001MERRIMAN RETIREMENT PLAN401(k)$24.7M742024
  • MERRIMAN RETIREMENT PLAN$24.7M
    #001 · 401(k) · 202474
Retirement plans
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