Best-in-State · rank 29 · Phoenix, Arizona · listed firm: Merrill Wealth Management
Identity & firm
- Firm — Merrill Wealth Management (high)
- “Henry Villeda - Merrill Wealth Management” — forbes_shook
- Parent company — Bank of America (high)
- “Merrill (officially Merrill Lynch, Pierce, Fenner & Smith Incorporated), previously branded Merrill Lynch, is an American investment management and wealth management division of Bank of America.” — professional_press
- Firm type — wirehouse (high)
- “Merrill Lynch and Morgan Stanley Wealth Management are two of the largest wirehouses.” — professional_press
- Team name — gap: not_found_after_search
- Team size — gap: not_found_after_search
- CRD — 5413083 (high)
- “Henry Villeda (CRD# 5413083)” — professional_press
- “HENRY VILLEDA - Investment Adviser at MERRILL” — sec_finra_regulatory
- Years experience — 15 (high)
- “He has 15 years in the industry.” — forbes_shook
- Designations — gap: not_found_after_search
Book of business
- Team AUM ($M) — 39600 (high)
- “Team Assets (Custodied): $39.6B” — forbes_shook
- Account minimum ($M) — 0.25 (high)
- “Minimum account size for new business: $250K” — forbes_shook
- Typical client net worth ($M) — 255 (medium)
- “Typical Net Worth of Relationships: $10-500M” — forbes_shook
- Client niche — generalist (low)
- “help you address your wealth planning challenges and opportunities across various client types including individuals, families, business owners, and executives” — firm_official
- Custodians — not_applicable (high)
- “Merrill Lynch, Pierce, Fenner & Smith Incorporated” — sec_finra_regulatory
- Fee model — gap: not_found_after_search
Positioning & marketing
- Website url — https://advisor.ml.com/sites/az/phoenix-az (medium)
- “Merrill Financial Advisors in Phoenix, AZ 85016” — firm_official
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — gap: not_found_after_search
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/henry-r-villeda-5bb80517b/ (low)
- “Henry R Villeda - Drivense | LinkedIn” — social_or_third_party_db
- Social presence — gap: not_found_after_search
- Press awards — Forbes 2026 Best-In-State Wealth Advisors (#29 Phoenix, AZ) (high)
- “ranked #29 in Arizona - Phoenix Area on Forbes' Best-In-State Wealth Advisors list (April 2026)” — forbes_shook
Visual brand
- Has distinct logo — no (medium)
- “Merrill Financial Advisors in Phoenix, AZ 85016” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Merrill corporate branding; no distinct team visual identity (medium)
- “Merrill Financial Advisors in Phoenix, AZ 85016” — firm_official