RICHARDS MERRILL WEALTH MANAGEMENT

Overview

Richards Merrill Wealth Management is a corporation operating as an independent broker‑dealer and registered investment adviser since 2018. The firm serves individuals, families and institutional clients, providing financial planning and portfolio management for individuals, small businesses and institutions. Its business model blends advisory and brokerage activity, charging both a percentage of assets under management and fixed fees depending on client engagement. Investment practice emphasizes public market solutions: mutual funds and collective public funds form the core of portfolios, complemented by direct equity positions and exchange‑traded funds used for sector, style or tactical exposure. The firm holds a meaningful level of discretionary authority, indicating portfolio construction and trade execution are frequently handled on behalf of clients. Richards Merrill also allocates to third‑party alternatives—principally commodities exposure—rather than acting as an allocator to private funds itself, so alternative exposure is obtained via outside managers or pooled vehicles rather than an in‑house fund platform. The firm is not an active ESG investor and is not structured as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices