DOSSIER · 13F-HR · Q4 2024

Merriman Wealth Management, LLC

Merriman Wealth's family office based in Chicago, IL — $2.4B in tracked AUM across 211 positions as of Q4 2024.

MW

Merriman Wealth·Chicago, IL·Family Office

CIK 0001568389 · last filed Dec 31, 2024

Total AUM

$2.4B

▼ 5.3%

vs prior

Holdings

211

—

positions

Whale Score

51

tracked

Activity

—

no data

changes this Q

Top sector

Financials

46% weight

concentration

AI Analysis · Q4 2024 · Q4 2024

Merriman Wealth Management, LLC filed its latest 13F-HR for Q4 2024. See the latest holdings and position changes below.

Quarter at a glance — Q4 2024

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q4 2024.

#HoldingValueSharesWeight

Loading holdings…

Filing history loading…