Richards Merrill Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Spokane, WA. Its latest Form ADV filing, dated March 10, 2026, reports $644M in regulatory assets under management, 10 employees, and 1,280 accounts.
Assets Under Management
$644M
Employees
10
Offices
--
Total Clients
1,277
Primary office
SPOKANE, WA
612 WEST MAIN AVE., THE M BUILDING SUITE 201, SPOKANE, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 85.7% of total clients.
Top client categories% of clientsClients
1
Individuals
85.7%
1,094
2
HNWI
13.8%
176
3
Pension Plans
0.5%
7
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$644Mas of March 10, 2026
Discretionary85.5%
$550M
86% of total RAUM85.5%
Non-discretionary14.5%
$93M
14% of total RAUM14.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$644M
Total Accounts1,280
10Y AUM Change+$539M (+513.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee128:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.