Best-in-State · rank 120 · Phoenix, Arizona · listed firm: Merrill Wealth Management
Identity & firm
- Firm — Merrill Wealth Management (high)
- “firm: "Merrill Wealth Management"” — forbes_shook
- Parent company — Bank of America (high)
- “Merrill Wealth Management operates as Bank of America's wealth management division” — firm_official
- Firm type — wirehouse (high)
- “Merrill Wealth Management is Bank of America's primary wealth management platform” — sec_finra_regulatory
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Book of business
- Team AUM ($M) — 710 (high)
- “Team Assets (Custodied): $710M” — forbes_shook
- Account minimum ($M) — 1 (high)
- “Minimum account size for new business: $1M” — forbes_shook
- Typical client net worth ($M) — 10 (high)
- “Typical Net Worth of Relationships: $5-15M” — forbes_shook
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- Custodians — not_applicable (high)
- “Merrill Wealth Management (wirehouse) uses Bank of America custodial platform” — firm_official
- Fee model — gap: not_public
Positioning & marketing
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Visual brand
- Has distinct logo — gap: not_found_after_search
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