Investment adviser · CRD 166580

MERRIMAN

Investment adviser filing (IA)

MERRIMAN WEALTH MANAGEMENT, LLC

SEATTLE, WA, United States · Form ADV filed Apr 24, 2024

Regulatory AUM: $3.61B
Client accounts: 2,370
Employees: 55
Advisory professionals: 32

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	1,130	$2,940,651,959	81.6%
Individuals	1,229	$627,586,577	17.4%
Corporations & businesses	Fewer than 5	$19,971,687	0.6%
Charities	6	$6,640,665	0.2%
Retirement plans	Fewer than 5	$6,176,002	0.2%
Pooled investment vehicles	1	$4,795,430	0.1%

Filing source

Form ADV 1869776 · Apr 24, 2024 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

LEVERAGED GLOBAL OPPORTUNITY FUND, L.P.Hedge Fund · Last reported Apr 24, 2024$4.8MGross asset value

Form D fundraising filings

LEVERAGED GLOBAL OPPORTUNITY FUND L P

Fund administrator ALPS, A DST COMPANY BELLEVUE, Washington, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor MOSS ADAMS, LLP SEATTLE, Washington, United States

Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

MOSS ADAMS, LLP
PCAOB 659

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source

Fund ID: 805-6509715215
Reported beneficial owners: 81
Minimum commitment: $250K
Form D file number: 021-219811

Form ADV 1869776 · Apr 24, 2024 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Apr 24, 2024. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets

Principal office

920 FIFTH AVENUE, SUITE 2720
SEATTLE, WA, 98104, United States

CRD 166580

Filing source

Form ADV 1869776 · Apr 24, 2024 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.