On July 18, 2024, CW Advisors announced that it acquired Mercadien Asset Management.
CW Advisors (“CWA”) announced, on July 18, 2024, that it acquired Mercadien Asset Management (“Mercadien”). The transaction closed early July and was structured with equity. Further terms of the transaction were not disclosed.
CWA, based in Boston, is a registered investment advisor that offers investment management and financial planning services. CWA has approximately $8.8 billion in assets under management.
Mercadien, based in Hamilton, New Jersey, is a registered investment advisor that offers wealth management and retirement planning services. Mercadien managed approximately $400 million in client assets.
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