Richards Merrill Wealth Management
Richards Merrill Wealth Management is an SEC-registered mass-market adviser in Spokane, WA with $643.6M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Richards Merrill Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 713, SEC 801-113034, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $643.6M (2026-03-10)
- Firm type
- Mass-Market Adviser
- Location
- Spokane, WA
- Employees
- 10
- Clients
- 1,277
- CRD
- 713
- Ownership
- LARSON, STEVEN RICHARD; LARSON, JOHN SCOTT; MCDONALD, THOMAS LEE; CORIGLIANO, MONIQUE CELESTE; CALKINS, MARK J
How much AUM does Richards Merrill Wealth Management have?
Richards Merrill Wealth Management reported $643.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Richards Merrill Wealth Management?
Disclosed owners and executives of Richards Merrill Wealth Management include LARSON, STEVEN RICHARD, LARSON, JOHN SCOTT, MCDONALD, THOMAS LEE, CORIGLIANO, MONIQUE CELESTE, CALKINS, MARK J. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.