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Merriman

EST. AUM
$3,605,822,320

CONTACTS
12

CLIENT ACCOUNTS
2,370

Firm Details

Metro area Seattle
CRD Number 166580
Website focuspartners.com
Client types

Overview

Merriman joined Focus Partners Wealth in 2025 For the bulk of their assets, they will use Dimensional (equities), Vanguard (Treasuries and Munis), and a few liquid alts. They currently have some public REIT exposure but are looking for alternatives that are available for mass affluent clients.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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