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- Custodian
- Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-20-1981
- Office Locations
- 1
Office Locations
About Richards Merrill Wealth Management
Richards Merrill Wealth Management is a locally owned Spokane, WA wealth manager with roots dating to 1924. The team provides personalized financial planning and portfolio construction, including investment, estate and insurance planning, using ETFs, mutual funds and fixed income in diversified allocations. Serves retail and institutional clients, with multi-generation Larson family leadership and custody through Wells Fargo.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN SCOTT LARSON
Financial Advisor
- CRD
- #1368801
- Ownership
- 25% but less than 50%
MARK J CALKINS
President, Shareholder | Registered Representative | Investment Advisor Representative
- CRD
- #6369006
- Ownership
- 10% but less than 25%
Showing 2 of 7 owners & executives
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ERIN M DAVIS
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- CRD
- #1228762
THOMAS BRUCE KENDALL
Registered Representative | Investment Advisor Representative
- CRD
- #4160361
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $550,430,177 | $496,330 |
| Non-Discretionary | $93,168,354 | $544,844 |
| Total | $643,598,531 | $502,811 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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