On January 10, 2023, Mercer Global Advisors announced the acquisition of Empyrion Wealth Management, Inc.
Under the terms of the transaction, Mercer Global Advisors (“Mercer”) acquired Empyrion Wealth Management, Inc. (“Empyrion”). Empyrion Founder Kimberly Foss will join the Mercer team. Financial terms were not disclosed.
Mercer, based in Denver, is a registered investment advisor that provides investment management and financial planning services. Mercer has $38 billion assets under management.
Empyrion, based in Roseville, California, is a wealth management firm catering to heads of household, women, and retirees. Empyrion has over $250 million in client assets under management. Republic Capital Group advised Empyrion on the transaction.
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