Mercer Advisors completes acquisition of Kiely Wealth Advisory Group to expand wealth management capabilities
Acquiring Company
Mercer Global Advisors
Acquired Company
Kiely Wealth Advisory Group
DenverNorth CarolinaFinancial ServicesConsultingFinancial ServicesFinanceConsultingDescription
Mercer Global Advisors, Inc. (Mercer Advisors), a national Registered Investment Adviser, has announced the acquisition of Kiely Wealth Advisory Group (KWAG) of North Carolina. With this union, KWAG clients will gain access to Mercer Advisors' suite of wealth solutions, including estate, tax, and insurance planning, enhancing the financial well-being of shared clients.
Quick answer
Mercer Global Advisors is acquiring Kiely Wealth Advisory Group, announced October 1, 2024. Mercer Global Advisors is based in Denver, Colorado, United States.
- How much did Mercer Global Advisors pay for Kiely Wealth Advisory Group?
- 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 Kiely Wealth Advisory Group based?
- Mercer Global Advisors is based in Denver, Colorado, United States. Kiely Wealth Advisory Group is based in North Carolina, 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.
Other recent acquisitions in Financial Services and Consulting
Deals where the buyer or target shares a sector with this one, within 45 days, from Fundz verified event records.
- Mercer Advisors acquires Chapel & Collins to expand wealth management services in Greater Denver (November 12, 2024)
- Avantax Inc. acquires SEP Financial Services from veteran independent financial advisor Stephen E. Plain (September 26, 2024)
- Mercer Global Advisors acquires Waypoint Capital Advisors to expand UHNW practices (November 12, 2024)
- MidFirst Bank completes acquisition of Amerant Bank Houston locations (November 8, 2024)
- BNY completes acquisition of Archer Holdco, LLC to reinforce its leading position in managed account solutions (November 1, 2024)
- CBC BANCORP completes acquisition of BAY COMMUNITY BANCORP (November 1, 2024)
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Frequently asked
Who acquired Kiely Wealth Advisory Group?
Kiely Wealth Advisory Group was acquired by Mercer Global Advisors, based in Denver. The deal was reported on October 1, 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 Kiely Wealth Advisory Group?
Mercer Global Advisors's acquisition of Kiely Wealth Advisory Group was reported on October 1, 2024. Mercer Global Advisors, Inc. (Mercer Advisors), a national Registered Investment Adviser, has announced the acquisition of Kiely Wealth Advisory Group (KWAG) of North Carolina. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Kiely Wealth Advisory Group do?
Kiely Wealth Advisory Group (KWAG) is a financial advisory firm based in North Carolina, with $523 million in assets under management. It is privately held, operating in Financial Services, and is based in North Carolina.
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