Acquiring Company
Mercer Global Advisors
Acquired Company
Transitions Wealth Management
DenverDenverFinancial ServicesConsultingFinancial ServicesDescription
Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of Transitions Wealth Management, LLC (hereinafter "TWM"). TWM is a comprehensive wealth management firm located in Denver, Colorado. TWM was founded in 1999 by Bruce R. Bendell, CPA/PFS, and Gary P. Saltzman, CPA/PFS, among others. They were later joined by shareholders Michelle R. Sandt-Wade, CFP®, and Michael G. Simmons, CFP®, rounding out a highly qualified management team and deep bench of professionals serving over 400 clients with assets under management of approximately $465 million.
Quick answer
Mercer Global Advisors is acquiring Transitions Wealth Management, announced January 3, 2024. Mercer Global Advisors is based in Denver, Colorado, United States.
- How much did Mercer Global Advisors pay for Transitions Wealth Management?
- The deal value was not disclosed.
- What does Mercer Global Advisors do?
- Mercer Global Advisors Inc. is a full-service wealth management firm providing investment advice, financial and estate planning, and trustee services.
- Where are Mercer Global Advisors and Transitions Wealth Management based?
- Mercer Global Advisors is based in Denver, Colorado, United States. Transitions Wealth Management is based in Denver, Colorado, United States.
- Who are the decision-makers at Mercer Global Advisors?
- Fundz holds 3 contacts at Mercer Global Advisors. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
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- Mercer Advisors Acquires River Glen Wealth Counselors (January 9, 2024)
- Arthur J. Gallagher & Co. Acquires Köberich Financial Lines (January 8, 2024)
- Arthur J. Gallagher & Co. Acquires My Plan Manager (December 7, 2023)
- Mercer Advisors Acquires Brighton Financial Planning Expanding Mercer Advisors' Northeast Presence (December 6, 2023)
Who to call at Mercer Global Advisors, and when
When Mercer Global Advisors changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
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Frequently asked
Who acquired Transitions Wealth Management?
Transitions Wealth Management was acquired by Mercer Global Advisors, based in Denver. The deal was reported on January 3, 2024. Mercer Global Advisors Inc. is a full-service wealth management firm providing investment advice, financial and estate planning, and trustee services. Mercer Global Advisors is privately held and operates in Financial Services.
When did Mercer Global Advisors acquire Transitions Wealth Management?
Mercer Global Advisors's acquisition of Transitions Wealth Management was reported on January 3, 2024. Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of Transitions Wealth Management, LLC (hereinafter "TWM"). Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Transitions Wealth Management do?
Transitions Wealth Management, LLC provides wealth management services to individuals and families. We can help you manage, grow, and protect your investment portfolio. It is privately held, operating in Financial Services, and is based in Denver.
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