Duckworth Wealth Advisors Acquired by Mercer Advisors

February 17, 2017

On February 13, 2017, Mercer Advisors Inc. announced the acquisition of Duckworth Wealth Advisors, Inc.

Mercer Advisors Inc. (“Mercer”), the parent company of Mercer Global Advisors, is a wealth management firm providing comprehensive financial planning, investment management and family office services, among others.  As a result of the transaction, Mercer’s assets under management will increase to over $9.6 billion.

Duckworth Wealth Advisors, Inc. (“Duckworth”) is a California-based family office providing financial planning, investment management, corporate trustee and estate planning services.  Duckworth manages $160 million in client assets.

To read the press release: please click here.


Investment Manager M&A, Transactions