Mercer Advisors Acquires Marrs Wealth Management, LLC
December 31, 2020
Mercer Global Advisors (Mercer Advisors), a national registered investment adviser headquartered in Denver, acquired Marrs Wealth Management, LLC, an Ames, Iowa-based wealth management firm with approximately $215 million AUM serving ~275 clients. The deal closed December 31, 2020, and four Marrs team members (including founders/LLC members Craig Marrs, Andra Reason, and Nathan Brammer) joined Mercer; the move was driven primarily by succession planning and to expand client services and back-office capabilities.
- Buyers
- Mercer Global Advisors, Inc. (Mercer Advisors)
- Targets
- Marrs Wealth Management, LLC
- Sellers
- Marrs Wealth Management, LLC, Craig Marrs, Andra L. Reason, Nathan Brammer
- Industry
- Wealth Management
- Location
- Iowa, United States
- Transaction Type
- Buyout
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