MERGENT WEALTH, LLC

Overview

Mergent Wealth, LLC is organized as a limited liability company and is presented in FINTRX primarily as an insurance broker with an affiliation to an insurance company. Ownership is recorded as a combination of a domestic entity and an individual. The profile does not show a traditional asset-management orientation: the firm is marked as not being a capital allocator, it is not identified as a multi-state adviser, and it is not flagged as an active ESG investor. The firm's fee structure is listed as "Other," and no specific advisory activities are detailed in the available data. The year of SEC registration is not provided.

Assets & Accounts

Location & Offices