AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
WM

William S. Merriken

REDWOOD WEALTH MANAGEMENT GROUP
moorestown, NJ 08057
Some features on this profile are disabled
CRD#: 729243
WM

Professional summary

William Sapp Merriken JR, who also goes by Will Merriken, William S Merriken Jr, is a registered financial advisor currently at REDWOOD WEALTH MANAGEMENT GROUP, LLC located in Moorestown, New Jersey and ALMANACK INVESTMENT PARTNERS located in Medford, New Jersey.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. William has worked at 13 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Will Merriken | William S Merriken Jr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Sapp Merriken JR's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 14, 2016 - Present

REDWOOD WEALTH MANAGEMENT GROUP, LLC

Office #1: 119 N Church St, Moorestown, NJ 08057
RIA
CRD#: 281741
moorestown, NJ
Current

May 4, 2026 - Present

ALMANACK INVESTMENT PARTNERS

Office #1: 400 Stokes Road, Medford, NJ 08055
RIA
CRD#: 282428
Medford, NJ
Past

November 30, 2016 - August 17, 2017

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Moorestown, NJ
Past

November 30, 2015 - September 28, 2016

LANE HIPPLE - WEALTH MANAGEMENT GROUP

RIA
CRD#: 165321
Moorestown, NJ
Past

October 28, 2013 - September 1, 2015

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
MOORESTOWN, NJ
Past

April 1, 2013 - September 27, 2013

VSR FINANCIAL SERVICES, INC.

RIA
CRD#: 14503
MOORESTOWN, NJ
Past

April 1, 2013 - September 27, 2013

VSR FINANCIAL SERVICES, INC.

BD
CRD#: 14503
MOORESTOWN, NJ
Past

July 25, 2012 - April 15, 2013

LPL FINANCIAL LLC

RIA
CRD#: 6413
MT. LAUREL, NJ
Past

July 8, 2009 - April 15, 2013

LPL FINANCIAL LLC

BD
CRD#: 6413
MT. LAUREL, NJ
Past

February 27, 2006 - May 15, 2009

ON INVESTMENT MANAGEMENT CO

RIA
CRD#: 105662
MOORESTOWN, NJ
Past

July 30, 2004 - May 15, 2009

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
MOORESTOWN, NJ
Past

January 12, 1999 - January 1, 2002

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

October 3, 1995 - July 16, 2003

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI
Past

January 8, 1987 - August 29, 1987

SECURED RESOURCE ASSOCIATES, INC.

BD
CRD#: 15279
Past

February 27, 1985 - October 21, 1986

TNE INVESTMENT SERVICES CORPORATION

BD
CRD#: 14560
Past

February 16, 1981 - November 25, 1986

G. R. PHELPS & CO., INC.

BD
CRD#: 173

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AI
ALMANACK INVESTMENT PARTNERS
ALMANACK FAMILY OFFICE | WWG ADVISORS | WHITE KNIGHT CAPITAL | VERITY WEALTH ADVISORS | VERECAN | TRITIUM CAPITAL PARTNERS, LLC | SEMPER FI WEALTH PARTNERS | POINT91 ASSET MANAGEMENT | PHOENIX WEALTH MANAGEMENT PLLC | PETERS WEALTH ADVISORS, LLC | NICHE FINANCIAL SERVICES, INC. | MICHAEL MALONE INVESTMENT ADVISORY | LANE ONE WEALTH MANAGEMENT | JUNTO WEALTH, LLC | FRONT STREET FINANCIAL, LLC | ASPECT PARTNERS | ASPECT LABS, LLC | ALMANACK INVESTMENT PARTNERS, LLC | ALMANACK INVESTMENT PARTNERS

CRD#: 282428 / SEC#: 801-107186

RIA
Registered Investment Advisory firm - (2/12/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New Jersey
(12/14/2016)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/19/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/4/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/17/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 10/2/1995
Investment Company Products/Variable Contracts Representative Examination

Current Firm

AI
ALMANACK INVESTMENT PARTNERS
ALMANACK FAMILY OFFICE | WWG ADVISORS | WHITE KNIGHT CAPITAL | VERITY WEALTH ADVISORS | VERECAN | TRITIUM CAPITAL PARTNERS, LLC | SEMPER FI WEALTH PARTNERS | POINT91 ASSET MANAGEMENT | PHOENIX WEALTH MANAGEMENT PLLC | PETERS WEALTH ADVISORS, LLC | NICHE FINANCIAL SERVICES, INC. | MICHAEL MALONE INVESTMENT ADVISORY | LANE ONE WEALTH MANAGEMENT | JUNTO WEALTH, LLC | FRONT STREET FINANCIAL, LLC | ASPECT PARTNERS | ASPECT LABS, LLC | ALMANACK INVESTMENT PARTNERS, LLC | ALMANACK INVESTMENT PARTNERS

CRD#: 282428 / SEC#: 801-107186

RIA
Registered Investment Advisory firm - (2/12/2016 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
656 E Swedesford Road Suite 301, Wayne, PA 19087
Mailing Address
Phone number
(484) 580-2277
Established
Firm type
Fiscal year end
# of Employees
20

SEC notice filing (20 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ALMANACK DISCLOSURE BROCHURE 03312022 (7/9/2025)

Regulatory assets under management

Total Number of Accounts1,481
AUM (Assets Under Management)$ 773,350,051

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ALMANACK INVESTMENT PARTNERS

CRD#: 282428Moorestown, NJ 08057

TRUST BUT VERIFY

Monitor William Merriken

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Robert Charles Boland
Robert BolandAdvisorCheck Check Mark
RBC CAPITAL MARKETS, LLC
IAR
RR
Malvern, PA
Peter F Gaertner
Peter GaertnerAdvisorCheck Check Mark
ROFFMAN MILLER ASSOCIATES INC
IAR
Philadelphia, PA
David Richard Ducharme
David DucharmeAdvisorCheck Check Mark
DUCHARME WEALTH ADVISORS, LLC
IAR
Jenkintown, PA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.