Investor profile - AZ
Merriman Trust
Merriman Trust is a real estate investor and operator based in Phoenix, AZ. Public filings show activity across 2 properties held through 3 holding companies. Recent mortgage relationships include First National Bank of Hutchinson, FIRST NATL BANK OF HUTCHINSON, and FIRST NATL BANK OF OLATHE.
Merriman's Activity
As of December 2025, public records show approximately $4.3M in recorded mortgage exposure linked to this investor across at least 5 mortgage filings and 2 properties held through 3 holding companies. Activity appears concentrated in office assets recorded between 2010 and 2022.
Primary Geography
Phoenix, AZ
ZIP codes: 85250 and 85395
Most recorded activity for this investor appears in GOODYEAR and SCOTTSDALE.
Property Type Breakdown
Associated Entities (3)
AZ · 0 properties · 2 mortgages
AZ · 0 properties · 2 mortgages
AZ · 0 properties · 1 mortgage
Mortgages (5)
Top Lenders
$2.4M · 1 loan
$1.1M · 2 loans
$700k · 1 loan
| Date | Amount | Status | Lender | Borrower | Address |
|---|---|---|---|---|---|
| 12/21/2022 | $825k | Open | FIRST NATL BANK OF HUTCHINSON | PJ WELLS INVESTMENTS LLC | - |
| 12/27/2019 | $300k | Open | FIRST NATL BANK OF HUTCHINSON | MCDONALD 12 LLC | 7595 E MCDONALD DR, SCOTTSDALE, AZ 85250 |
| 11/22/2017 | $2.4M | Open | First National Bank of Hutchinson | MCDONALD 12 LLC | 7595 E MCDONALD DR, SCOTTSDALE, AZ 85250 |
+2 more not shown
Owned Properties (2)
| Address | Deeded owner | Status | Consideration |
|---|---|---|---|
| 7595 E MCDONALD DR, SCOTTSDALE, AZ 85250 | PMTB INVESTMENTS LLC | Owns - 8.1 yrs | $1.4M |
| 2910 N LITCHFIELD RD, GOODYEAR, AZ 85395 | P J WELLS INVESTMENTS LLC | Sold | $725k |
+0 more not shown
FAQ
What type of real estate does this investor focus on?
Associated mortgages and deeds show activity in office properties across Phoenix, AZ.
What companies is Merriman Trust associated with?
Merriman Trust is associated with 3 entities based on extracted signatures from public records. Key entities include PJ WELLS INVESTMENTS LLC, MCDONALD 12 LLC, and AIRPARK 2007 LLC.
How many properties are associated with this investor?
At least 2 properties are associated with Merriman Trust and the entities they control, based on signatures extracted from recorded documents connecting Merriman Trust to the entities.
Which lenders has this investor worked with?
Recent mortgage activity references First National Bank of Hutchinson, FIRST NATL BANK OF HUTCHINSON, and FIRST NATL BANK OF OLATHE, indicating a mix of lending relationships.
How recent is their activity?
Records show activity from 2010 through 2022, with the most recent mortgage recorded in 2022.
How is associated activity determined?
Elementix uses AI to extract signatures from recorded documents. These signatures are used to determine the relationships between people and entities. This is a novel approach that goes beyond looking at corporate filings and skip-tracing.
The information displayed on this page is compiled from recorded real estate documents, business filings, and other lawfully available sources. Elementix summarizes and analyzes public record activity related to investment real estate and associated business entities. Any contact indicators shown (such as email domain references or partial phone digits) are provided solely as unverified signals and may be incomplete or outdated.
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