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RICHARDS MERRILL WEALTH MANAGEMENT
Legal name: RICHARDS, MERRILL & PETERSON, INC.
CRD 713File 801-113034
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$643.6M
Above cohort median (national)
Discretionary AUM
$550.4M
Non-discretionary $93.2M
Clients
1,277
1,280 accounts
Employees
10
Above cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 27, 2018
- Principal office
- 612 WEST MAIN AVE., THE M BUILDING SUITE 201, SPOKANE, WA, 99201-0645
- Phone
- 509-624-3174
- Website
- HTTP://WWW.RMWEALTHMGMT.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $643.6M
- Discretionary AUM
- $550.4M
- Non-discretionary AUM
- $93.2M
- Discretionary accounts
- 1,109
- Non-discretionary accounts
- 171
- Total accounts
- 1,280
- AUM per client
- $504K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $24.3M |
| High net worth individuals | 176 | $344.6M |
| Pension and profit sharing plans | 7 | $72.3M |
| Individuals (other than high net worth individuals) | 1,094 | $202.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D1
- Q11D2
- Q11D4
- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.