# Merrill Lynch Wealth Management

Merrill Lynch Wealth Management is a Bank / Wealth / Trust based in Spokane, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Spokane, United States
- **Region:** North America
- **Address:** Miami, United States
- **Assets under management:** 1500000 (Altss estimate)
- **Website:** merrill.com
- **LinkedIn:** https://www.linkedin.com/company/merrilllynch

## About

Merrill Lynch Wealth Management operates as a US-based wealth manager. It offers retirement income planning, wealth planning, and estate planning. The firm advises individuals, families, business owners, executives, and institutions.

## Questions

### Who runs investment decisions at Merrill Lynch Wealth Management?

No named CIO or investment committee principals are disclosed in available sources.

### Does Merrill Lynch Wealth Management participate in fund commitments or only direct deals?

Source material does not specify allocation between fund commitments and direct investments.

### What investment stages does Merrill Lynch Wealth Management typically target?

The firm description centers on planning services rather than stage-specific private-market deployment.

## Related profiles

- [Prudential Merged Retirement Plan](https://altss.com/profile/prudential-merged-retirement-plan)
- [CIC International](https://altss.com/profile/cic-international)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/merrill-lynch-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology