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RICHARDS MERRILL WEALTH MANAGEMENT
RICHARDS, MERRILL & PETERSON, INC.
CRD 713 · SEC 801-113034
612 WEST MAIN AVE., THE M BUILDING SUITE 201, SPOKANE, WA, 99201-0645, United States
Phone
509-624-3174
Fax
509-455-6392
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$643.6M
Discretionary AUM
$550.4M
Team
10 total employees; 10 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-10
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1094 | $202.4M |
| High net worth individuals | 176 | $344.6M |
| Pension/profit sharing plans | 7 | $72.3M |
States served
AK, AZ, CA, ID, MT, NE, OR, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD