Merit Financial Advisors Acquires Olympic Wealth Management
June 13, 2025
Merit Financial Advisors, a Georgia-based wealth management firm, has acquired Bothell, Washington-based Olympic Wealth Management, adding $204 million of assets and a fifth Washington office. The merger, finalized June 13, 2025, brings Olympic’s advisors into Merit’s team to expand the firm’s Pacific Northwest presence and specialized service to Seattle–Tacoma aerospace clients.
- Buyers
- Merit Financial Advisors
- Targets
- Olympic Wealth Management, LLC
- Platforms
- Merit Financial Advisors
- Industry
- Financial Services
- Location
- Washington, United States
- Transaction Type
- Addon
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