Mercer Advisors Acquires McGee Wealth Management, Inc.
December 31, 2020
Mercer Global Advisors (Mercer Advisors), a Denver-based registered investment adviser, acquired McGee Wealth Management, a Portland, Oregon wealth management firm, effective December 31, 2020. The transaction brings roughly 15 McGee team members and approximately $815 million AUM (serving ~800 clients) into Mercer as part of a succession plan and to augment Mercer’s Portland presence.
- Targets
- McGee Wealth Management, Inc.
- Sellers
- Judith A. McGee, D. Linette Dobbins, Jennifer Currin Gutridge, Sarah Elise Berry
- Industry
- Financial Services
- Location
- Oregon, United States
- Transaction Type
- Buyout
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