The latest deals and transactions in and around North American wealth management.
Mercer Global Advisors
Mercer Global Advisors has acquired Wrenn Financial Strategies, a firm located in Raleigh, North Carolina. Wrenn serves more than 150 clients with assets under management of about $238 million.
Wrenn was founded in 1988 by Maxie Edward Wrenn, president and Janice Wrenn, VP. Wrenn’s team will join Mercer Advisors.
Denver-based Mercer, which has acquired a raft of registered investment advisors and other wealth firms in recent years, has more than $37 billion in client assets.