Mercer Global Advisors, Inc. completes acquisition of MDK Private Wealth Management, LLC to expand Mercer Advisors' Northwest Presence
Acquiring Company
Mercer Global Advisors
Acquired Company
MDK Private Wealth Management
DenverUnited StatesFinancial ServicesConsultingFinancial ServicesReal EstateFinanceDescription
Mercer Global Advisors, Inc., a national Registered Investment Adviser, has announced the acquisition of MDK Private Wealth Management, LLC, a comprehensive wealth management firm located in Seattle, Washington. This acquisition expands Mercer Advisors' Northwest presence and adds expertise in serving the ultra-high-net-worth space.
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Frequently asked
Who acquired MDK Private Wealth Management?
MDK Private Wealth Management was acquired by Mercer Global Advisors, based in Denver. The deal was reported on March 5, 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 MDK Private Wealth Management?
Mercer Global Advisors's acquisition of MDK Private Wealth Management was reported on March 5, 2024. Mercer Global Advisors, Inc., a national Registered Investment Adviser, has announced the acquisition of MDK Private Wealth Management, LLC, a comprehensive wealth management firm located in Seattle, Washington. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does MDK Private Wealth Management do?
MDK Private Wealth Management, LLC is a comprehensive wealth management firm located in Seattle, Washington, founded in 2020 by Co-Founders Paul Meyer, Jaimi Dennehy, and Chris Kalafatis. It is privately held, operating in Financial Services, and is based in United States.
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