Merit Financial Advisors Acquires AMP Wealth Management
June 24, 2025
Merit Financial Advisors, a Georgia-based wealth management firm, has acquired AMP Wealth Management of Whitefish Bay, Wisconsin, adding $365 million of assets and expanding Merit's Midwest footprint with a seventh office in Wisconsin. AMP's founder Dr. Jerome Mahalick and his team will join Merit, and AMP's dividend-focused investment strategy will be integrated into Merit's platform; financial terms were not disclosed.
- Buyers
- Merit Financial Advisors
- Targets
- AMP Wealth Management
- Platforms
- Merit Financial Advisors
- Industry
- Financial Services
- Location
- Wisconsin, United States
- Transaction Type
- Addon
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