M and A

Deals Of The Day: The Latest In Wealth Management M&A – Mercer

Editorial Staff, January 18, 2022


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. 

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