Mercer Advisors Acquires Marrs Wealth Management, LLC
Acquisition of Marrs Wealth Management, LLC (Registered Investment Adviser), Expands Mercer Advisors Presence in Iowa and Central United States
News provided by
Share this article
Share this article
DENVER, Jan. 25, 2021 /PRNewswire/ Mercer Global Advisors, Inc. ( Mercer Advisors ), a national Registered Investment Adviser ( RIA ), today announced the acquisition of Marrs Wealth Management, LLC, ( Marrs ), a respected wealth management firm located in Ames, Iowa. Marrs serves approximately 275 clients with assets under management ( AUM ) of approximately $215 million. Marrs was founded in 2010 by Craig Marrs, CFP®, CIMA®, AIF® ( Craig ), focusing on delivering comprehensive wealth management services to high net worth (HNW) clients. Marrs has three LLC members: Craig, Andra L. Reason, CPA, CFP®, and CSEP® ( Andra ), and Nathan Brammer, MBA, CIMA®, AIF® ( Nate ). In all, four Marrs team members will be joining the M
Share this article
Share this article
DENVER, Jan. 21, 2021 /PRNewswire/ Mercer Global Advisors, Inc. ( Mercer Advisors ), a national Registered Investment Adviser ( RIA ), today announced the acquisition of Hart Capital Management, Inc. ( Hart ), a respected wealth management firm headquartered in Spokane, Washington with a satellite office in Coeur d Alene, Idaho. Hart serves approximately 400 clients with assets under management ( AUM ) of approximately $440 million. Hart was founded in 1998 by Craig W. Hart ( Craig ), President and Chief Investment Officer, focusing on delivering comprehensive wealth management services to their high net worth clients. Craig and his experienced team of nine professionals will be joining Mercer Advisors. The Hart transaction closed December 31, 2020.
Share this article
Share this article
DENVER, Jan. 19, 2021 /PRNewswire/ Mercer Global Advisors, Inc. ( Mercer Advisors ), a national Registered Investment Adviser ( RIA ), today announced the acquisition of Pinnacle Wealth Solutions, Inc. ( Pinnacle ), a respected wealth management firm located in Midlothian, Virginia. Pinnacle serves approximately 250 clients with assets under management ( AUM ) of approximately $365 million. Pinnacle was founded in 1985 by G. Carl Mahler, Jr., CFP® ( Carl ) focusing on delivering comprehensive wealth management services to their high net worth (HNW) clients. Pinnacle has two shareholders – Carl and Jill A Jeter, CFP® ( Jill ). In all, five Pinnacle team members will be joining the Mercer Advisors team. The Pinnacle transaction closed December 31, 2020.
Share this article
Share this article
DENVER, Jan. 13, 2021 /PRNewswire/ Mercer Global Advisors Inc. ( Mercer Advisors ), a national Registered Investment Adviser ( RIA ), today announced the acquisition of Rowland Carmichael Advisors, Inc. ( RCA ), a respected wealth management firm located in Scottsdale, Arizona. RCA serves approximately 240 clients with assets under management / advisement (collectively AUM ) with over $850 million. Tim Rowland ( Tim ), CFP®, MBA, and David Carmichael ( David ), founded RCA in 1986 delivering comprehensive wealth management services to its high net worth (HNW) clients, including a robust retirement plan service business and attendant corporate clientele. RCA has four shareholders that include Tim and David, and a strong next generation leadership team in Jaron Carmichael, CPA, CFP®, Masters in Tax, and Corey Bird, CFP®, MBA in Finance, and Masters in Psychology. In all, nine (9) RCA team members will be joining the Mercer Advisors team.
Share this article
Share this article
DENVER, Jan. 11, 2021 /PRNewswire/ Mercer Global Advisors Inc. ( Mercer Advisors ), a national Registered Investment Adviser ( RIA ), today announced the acquisition of McGee Wealth Management, Inc. ( MWM ), a respected wealth management firm located in Portland, Oregon. MWM serves approximately 800 clients with assets under management ( AUM ) of approximately $815 million. MWM was founded by Judith A. McGee, L.H.D., CFP®, ChFC® ( Judith ) joined by her daughter D. Linette Dobbins, CFP® ( Linette ), focusing on delivering comprehensive wealth management services to their high net worth (HNW) clients. MWM has four shareholders that include Judith, Linette, Jennifer Currin Gutridge, CFP® ( Jennifer ), and Sarah Elise Berry, Vice President ( Sarah ). In all, fifteen (15) MWM team members will be joining the Mercer Advisors team. The MWM transaction closed December 31, 2020.