Mergent Wealth, LLC

Overview

Mergent Wealth, LLC is organized as a limited liability company and is classified in the snapshot as an institutional registered investment adviser. The firm lists its primary business activity as insurance brokerage and is affiliated with an insurance company. The ownership is described as a mix of a domestic entity and an individual. The adviser is not designated as a capital allocator, is not an active ESG investor, and does not identify as a pension consultant or a related adviser. Its fee structure is recorded as "Other." The firm's SEC registration year is not provided and it is not marked as a newly formed adviser.

Assets & Accounts

Location & Offices