CW Advisors, LLC completes acquisition of Mercadien Asset Management, LLC to expand its presence in the Mid-Atlantic region
Acquiring Company
CW Advisors
Acquired Company
Mercadien Asset Management
BostonNew JerseyFinancial ServicesFinanceFinancial ServicesFinanceDescription
CW Advisors, LLC, a Boston-based, SEC-registered investment advisor, has announced the acquisition of Mercadien Asset Management, LLC, located in Hamilton, New Jersey. This strategic acquisition enhances CW Advisors’ already robust presence in the Mid-Atlantic region and reflects the firm’s commitment to providing quality service and expanded offerings to high-net-worth and ultra-high-net-worth clients.
Quick answer
CW Advisors is acquiring Mercadien Asset Management, announced July 18, 2024. CW Advisors is based in Boston, Massachusetts, United States.
- How much did CW Advisors pay for Mercadien Asset Management?
- The deal value was not disclosed.
- What does CW Advisors do?
- CW Advisors, LLC (CWA) is a Boston-based registered investment advisor (RIA) that develops innovative wealth solutions for high-net-worth and ultra-high-net-worth individuals, families, foundations, and endowments.
- Where are CW Advisors and Mercadien Asset Management based?
- CW Advisors is based in Boston, Massachusetts, United States. Mercadien Asset Management is based in New Jersey, United States.
- Who are the decision-makers at CW Advisors?
- Fundz holds 2 contacts at CW Advisors. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
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Who to call at CW Advisors, and when
When CW Advisors changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day CW Advisors raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at CW Advisors, from your own LinkedIn network
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Frequently asked
Who acquired Mercadien Asset Management?
Mercadien Asset Management was acquired by CW Advisors, based in Boston. The deal was reported on July 18, 2024. CW Advisors, LLC (CWA) is a Boston-based registered investment advisor (RIA) that develops innovative wealth solutions for high-net-worth and ultra-high-net-worth individuals, families, foundations, and endowments. CW Advisors is privately held and operates in Financial Services.
When did CW Advisors acquire Mercadien Asset Management?
CW Advisors's acquisition of Mercadien Asset Management was reported on July 18, 2024. CW Advisors, LLC, a Boston-based, SEC-registered investment advisor, has announced the acquisition of Mercadien Asset Management, LLC, located in Hamilton, New Jersey. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Mercadien Asset Management do?
Mercadien Asset Management, LLC, an RIA located in Hamilton, New Jersey, provides financial planning and client service with a strong focus on serving high-net-worth and ultra-high-net-worth clients. It is privately held, operating in Financial Services, and is based in New Jersey.
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