On March 5, 2024, Mercer Global Advisors, Inc. announced that it acquired MDK Private Wealth Management, LLC.
Mercer Global Advisors, Inc. (“Mercer”) announced on March 5, 2024 that it acquired MDK Private Wealth Management, LLC (“MDK”). Further terms of the deal were not disclosed.
Mercer, based in Denver, is a registered investment advisor that provides investment management and financial planning services. As of December 2023, Mercer had $56 billion assets under management.
MDK, based in Seattle, Washington, is a wealth management firm providing financial planning, investment management, trust and estate planning, private banking and lending, and tax planning services. MDK supervises $2.5 billion in client assets.
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