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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 359 | 1,277 | increased by918 |
| Apr 1, 2026 | AUM | $514,464,239 | $643,598,531 | increased by$129,134,292 |
| Apr 1, 2026 | Accounts | 1,061 | 1,280 | increased by219 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 10 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 733 | 359 | decreased by374 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $289,093,457 | $514,464,239 | increased by$225,370,782 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 740 | 1,061 | increased by321 |
| Apr 1, 2022 | Employees | 8 | 7 | decreased by1 |
| Apr 1, 2022 | Clients | 651 | 733 | increased by82 |
| Apr 1, 2022 | AUM | $230,121,671 | $289,093,457 | increased by$58,971,786 |
| Apr 1, 2022 | Accounts | 658 | 740 | increased by82 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “RICHARDS MERRILL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RICHARDS MERRILL” may also match similarly-named firms). Confirm identity against each filing.
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.