# EDGAR Filing Document

**Accession Number:** 0000090108
**File Stem:** 0001398344-26-004002
**Filing Date:** 2026-2
**Character Count:** 2604
**Document Hash:** 2ec60c824d8f7c68cb2417e6bff68e04
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001398344-26-004002.hdr.sgml**: 20260227

**ACCESSION NUMBER**: 0001398344-26-004002

**CONFORMED SUBMISSION TYPE**: X-17A-5

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260227

**DATE AS OF CHANGE**: 20260227

**EFFECTIVENESS DATE**: 20260227

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** RICHARDS, MERRILL & PETERSON, INC.
- **CENTRAL INDEX KEY:** 0000090108

**ORGANIZATION NAME:**
- **EIN:** 910384940
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-00071
- **FILM NUMBER:** 26698238

**BUSINESS ADDRESS:**
- **STREET 1:** 612 WEST MAIN STREET
- **STREET 2:** THE M BUILDING SUITE 201
- **CITY:** SPOKANE
- **STATE:** WA
- **ZIP:** 99201
- **BUSINESS PHONE:** 509-624-3174

**MAIL ADDRESS:**
- **STREET 1:** 612 WEST MAIN STREET
- **STREET 2:** THE M BUILDING SUITE 201
- **CITY:** SPOKANE
- **STATE:** WA
- **ZIP:** 99201

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** RICHARDS MERRILL & PETERSON INC                         /BD
- **DATE OF NAME CHANGE:** 20000101

### Attached PDF Documents

**Attachment 1:** `fp0097800-1_x17a5.pdf`

_No text found in this document._

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM X-17A-5

### ANNUAL AUDITED REPORT

### Filer Information

**Filer CIK:** 0000090108

**Filer CCC:** XXXXXXXX

**Is this a LIVE or TEST filing?:** LIVE

**Would you like a Return Copy?:** No

### Submission Information

**Report Period Begin Date:** 01-01-2025

**Report Period End Date:** 12-31-2025

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** RICHARDS, MERRILL & PETERSON, INC.

**Business Address:** 612 WEST MAIN STREET, THE M BUILDING SUITE 201, SPOKANE, WA, 99201

**Contact Person:** TOM MCDONALD

**Contact Phone:** 509-624-3174

### Independent Public Accountant Identification

**Accountant Name:** BAKER TILLY (FORMERLY MOSS ADAMS)

**Accountant Address:** 601 WEST RIVERSIDE AVE, SUITE 1800, SPOKANE, WA, 99201

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **MARK J CALKINS**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **RICHARDS MERRILL WEALTH MANAGEMENT**, as of **12-31-2025**, are true and correct.

**Signature:** /s/ Mark J Calkins

**Title:** PRESIDENT

**Notarized:** Yes