MERRIMAN WEALTH Overview
Merriman Wealth Management Llc is an investment advisor that manages 1.6 BN dollars in regulatory AUM and has 40 employees, of which 14 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/13 to 03/31/23. The fund's latest filing disclosed 2BN in positions, representing 123% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/13 to 03/31/23. The fund's latest filing disclosed 2BN in positions, representing 123% of the manager's regulatory AUM.
MERRIMAN WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MERRIMAN WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AVUV | 12.95% | Financials | 4.93% | 0.23% | 6 | 3% | ||
| DFAT | 9.31% | Financials | 3.78% | 0.08% | 13 | 3% | ||
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FEATURED IN
MERRIMAN WEALTH Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Colleen J. Lindstrom | Ceo | October-2010 |
| David S. Spratt | Coo/Cco | September-2012 |
MERRIMAN WEALTH Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
MERRIMAN WEALTH Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss..............7
MarketWise............................................................................................................8
TrendWise.............................................................................................................11
Leveraged Global Opportunity Fund, L.P.......................................................14
Item 9 – ...
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MarketWise............................................................................................................8
TrendWise.............................................................................................................11
Leveraged Global Opportunity Fund, L.P.......................................................14
Item 9 – ...
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MERRIMAN WEALTH Portfolio Concentration
MERRIMAN WEALTH Location
800 FIFTH AVENUE SUITE 2900
SEATTLE, Washington
UNITED STATES, 98104
SEATTLE, Washington
UNITED STATES, 98104
MERRIMAN WEALTH Contact Information
Phone Number: 206-285-8877
Fax Number: 206-286-2079
Website: http://www.merriman.com
Fax Number: 206-286-2079
Website: http://www.merriman.com
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