Merit Financial Advisors Announces New Minority Investment Partner, Fueling Next Chapter of Expansion

Merit Financial Advisors Announces New Minority Investment Partner_ Fueling Next Chapter of Expansion

ATLANTA, July 7, 2025 /PRNewswire/

Merit Financial Advisors Announces New Minority Investment Partner, Fueling Next Chapter of Expansion

ATLANTA, July 7, 2025 /PRNewswire/ -- Merit Financial Advisors ("Merit"), an Atlanta-based, rapidly growing national wealth management firm with $19.94 billion in assets under advisement, including $14.06 billion in advisory, $2.6 billion in brokerage assets, $3.28 billion in retirement plan…

Constellation Wealth Capital to pick minority stake in Merit Financial

Alternative asset manager Constellation Wealth Capital (CWC) has agreed to take a minority stake in Merit Financial Advisors, an Atlanta-based RIA. Financial details of the deal were not revealed. The deal is slated for completion in the third quarter of 2025, with Merit retaining its existing name and leadership without operational changes. Concurrently, Wealth Partners Capital Group (WPCG), which has held a minority stake in Merit since 2019, …

Merit Financial Advisors Sells Minority Stake to Constellation Wealth Capital

Merit Financial Advisors, with $19.94B in assets, agrees to sell a minority stake to Constellation Wealth Capital as it prepares for future growth.