Merriman Wealth Management, LLC (“Merriman”) is a investment adviser located in Seattle, Washington. Read Merriman’s form ADV Part II here.
Merriman and its investment adviser representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Merriman maintains clients. Merriman may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Merriman’s Web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Merriman’s Web site on the Internet should not be construed by any consumer and/or prospective client as Merriman’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Merriman with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Merriman, please contact the SEC or the state securities law administrators for those states in which Merriman maintains a notice filing. A copy of Merriman’s current written disclosure statement discussing Merriman’s business operations, services, and fees is available from Merriman upon written request. Merriman does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Merriman’s Web site or incorporated herein, and takes no responsibility thereto. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Performance was calculated using hypothetical results. Although we have done our best to present this information fairly, hypothetical performance is still potentially misleading. Hypothetical data does not represent actual performance and should not be interpreted as an indication of actual performance. This data is based on transactions that were not made. Instead, the trades were simulated, based on knowledge that was available only after the fact and thus with the benefit of hindsight. Results do not include the impact of taxes, if any. Performance is net of 1% Merriman management fee. Total return includes interest and dividends.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended or undertaken by Merriman) or product made reference to directly or indirectly by Merriman on its Web site, or indirectly via a link to an unaffiliated third party Web site, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.
Certain portions of Merriman’s Web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Merriman’s (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Merriman, or from any other investment professional. Merriman is neither an attorney nor accountant, and no portion of the Web site content should be interpreted as legal, accounting or tax advice. Furthermore, the prospective client is solely responsible for determining whether any investment, security or strategy, or any other product or service, is appropriate or suitable for the prospective client based on the prospective client’s investment objectives and personal and financial situation. The prospective client should consult with an investment professional, or an attorney or tax professional regarding their specific investment, legal or tax situation.
Opinions expressed on this site or in the articles accessible are subject to change without notice and, due to the rapidly changing nature of the security markets, may quickly become outdated.
To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Merriman’s Web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Merriman, or from any other investment professional.
Each client and prospective client agrees, as a condition precedent to his/her/its access to Merriman’s Web site, to release and hold harmless Merriman, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Merriman.
The Five Star Wealth Manager is an award based on providing quality services to clients. The list of Five Star Wealth Managers represents less than 7 percent of the wealth managers in the Seattle area; the list is not intended to be exhaustive. To receive the Five Star Wealth Manager award, a wealth manager must satisfy objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. The overall evaluation score is based on an average of all respondents and may not be representative of any one clients’ evaluation. The inclusion of a wealth manager on the list should not be construed as an endorsement of the wealth manager by Five Star Professional or Seattle Magazine. The award is not indicative of the wealth manager’s future performance. The Five Star Wealth Managers do not pay a fee to be included in the research or the final list of award winners. For more information on the Five Star Award and the research/selection methodology, please go to: http://www.fivestarprofessional.com/awards/wealth_manager_program.php.