Announced
Completed
Synopsis
Mercer Advisors, a wealth management firm, completed the acquisition of Lewis Wealth Management, a Denver-based registered investment adviser (RIA). Financial terms were not disclosed. "Joining Mercer Advisors provides me with the resources and support to serve my clients more comprehensively in the long term. Supported by this robust platform, I can focus on what matters most—helping our clients achieve their financial goals—while ensuring they benefit from a broader range of services and expertise. This partnership strengthens my commitment to fiduciary-first financial planning and positions my clients for sustained success well into the future,' Austin Lewis, Lewis Wealth Management President.
Show Details & Financials
Did you work on this deal?
Showcase your expertise to over 3 million dealmakers and industry leaders on Datasite.
Bidder Team (4)
By continuing, you agree to our Terms & Conditions and our Data Privacy Policy
All rights reserved. Copyright © 2025 Datasite