Mercer Global Advisors, a full-service wealth management firm and national Registered Investment Adviser (RIA) backed by private equity firms Genstar and Oak Hill Capital, has acquired Wrenn Financial Strategies, a wealth management firm located in Raleigh, North Carolina.
Wrenn serves over 150 clients with assets under management (AUM) of approximately USD238 million.
Wrenn is focused on providing leading financial planning and investment management services to its clients using an ensemble team approach among Wrenn’s three CERTIFIED FINANCIAL PLANNER™ professionals and other team members.
