US EditionMercer Advisors buys Lewis Wealth Management
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Private Banker International
BizTocMercer Advisors buys Lewis Wealth Management
Mercer Global Advisors (Mercer Advisors) has acquired Lewis Wealth Management, a Denver, Colorado-based RIA. This transaction is set to bolster Mercer Advisors’ assets under management (AUM) in Colorado, which currently stand at approximately $5.5bn across eight offices and a workforce of over 160 employees in the Denver area. Lewis Wealth Management, led by Austin Lewis, manages around $75m in client assets and serves 40 clients, focusing on co…
Mercer Advisors to Acquire Tufton Capital - USA Herald
In a move poised to ripple through the financial advisory world, Mercer Global Advisors, Inc. announced it will acquire Tufton Capital Management, LLC, a prestigious Hunt Valley, Maryland-based firm known for its tailored service to high-net-worth clients. The acquisition supercharges Mercer Advisors’ presence in the greater Washington, DC, corridor, where it now manages nearly $3 Mercer Advisors to acquire Tufton Capital, expanding its $3B footp
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