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Richards Merrill Wealth Management

Headquartered in SPOKANE, WA

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Firm Information

Richards Merrill Wealth Management is a Corporation that has been in operation since 1923. They offer a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and educational seminars. They are registered in 29 states and have a total of 943 accounts under management, totaling $395,784,920. The firm primarily serves individuals, both high-net-worth and other, as well as charitable organizations and pension and profit-sharing plans.

Richards Merrill Wealth Management

612 WEST MAIN STREET

SPOKANE, WA 99201-0645

$395.78M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

RICHARDS MERRILL WEALTH MANAGEMENT has a total of 1 branch locations across the country.
location

SPOKANE, WA

Advisors at Richards Merrill Wealth Management

View All 10 Advisors
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Charles David Cowgill

CFP®, RA

SPOKANE, WA

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Thomas Bruce Kendall

RA

SPOKANE, WA

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Monique Celeste Corigliano

CFP®, RA

SPOKANE, WA

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Steven Richard Larson

RA

SPOKANE, WA

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Thomas Lee McDonald

SPOKANE, WA

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John-michael Larson

RA

SPOKANE, WA

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James Howard Leffel

SPOKANE, WA

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Frederic A Lefriec

RA

SPOKANE, WA

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Disclosures

There is public disclosure for Richards Merrill Wealth Management. Review regulatory record here.

Frequently Asked Questions (11)

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