Dakota
Dakota
Book a Demo
Talk to an Expert

Mercer Wealth Management

EST. AUM
$150,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area Louisville
CRD Number
Website mercer-wm.com
Client types

Overview

With nearly 30 years of experience, including stints with Merrill and UBS, Todd Mercer founded his eponymous independent firm in 2021 in Louisville, Kentucky, along with Alexandra Head, his Merrill colleague since 2014

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy