Mercer Global Advisors Acquires River Glen Wealth Counselors
January 9, 2024
Mercer Global Advisors, a national RIA headquartered in Denver, acquired Veerkloh, LLC d/b/a River Glen Wealth Counselors, a West Des Moines-based wealth management firm serving ~160 clients with $275 million AUM. The deal expands Mercer's presence in the central United States and brings River Glen's advisors and client relationships onto Mercer’s national platform.
- Buyers
- Mercer Global Advisors, Inc.
- Targets
- Veerkloh, LLC (d/b/a River Glen Wealth Counselors)
- Sellers
- Veerkloh, LLC (founders Matt Busick and Randy Von Fumetti)
- Industry
- Financial Services
- Location
- Iowa, United States
- Transaction Type
- Buyout
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