Wealth Management Acquisitions in Wyoming

Showing 1 transactions.

  • Mercer Advisors Acquires Poterack Capital Advisory
    January 7, 2026
    Buyer
    Mercer Global Advisors, Inc. (Mercer Advisors)
    Target
    Poterack Capital Advisory
    Industry
    Wealth Management
    Location
    Wyoming, United States
    Type
    Addon

    Mercer Global Advisors, Inc. (Mercer Advisors) has acquired Poterack Capital Advisory (PCA), a digital-first wealth management firm with approximately $265 million in client assets and a Jackson, Wyoming footprint. The deal expands Mercer’s virtual advisory capabilities and deepens its regional presence while giving the PCA team access to Mercer’s institutional investment, tax and family-office infrastructure.

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