Mercer Wealth Management

Finance · Kentucky, United States · 1-10 Employees

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Overview

Headquarters

9300 Shelbyville Rd Ste 350, Louisville,...

Phone Number

(502) 482-8501

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
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ZI Rank
1
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About Mercer Wealth Management

Mercer Wealth Management is an independent wealth management firm that provides personalized financial solutions to families, individuals, businesses, and non-profits. They focus on understanding their clients' unique needs and guiding them towards achieving their financial objectives through a holistic approach. The firm prides itself on building trust and confidence with clients, defining their success by the success of those they serve. Their comprehensive set of services is designed to simplify financial concerns and help clients pursue their financial goals.Explore more
Mercer Wealth Management's Social MediaPopular SearchesMercer Wealth ManagementMercer Wealth Management GroupSIC Code 62,628NAICS Code 52,523Show more

Mercer Wealth Management Org Chart

PhoneEmail
LH
United States flag for contact location.

Managing Director & Founder

PhoneEmail
EC
United States flag for contact location.

Managing Director and Partner

PhoneEmail
AH
United States flag for contact location.

Managing Director & Founder

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Mercer Wealth Management

<$5M
1-10
Private
-
-
LH
Lexie HeadManaging Director & Founder
<$5M
1-10
Private
-
2020
BS
Barbara SambuchiSenior Private Wealth Associate
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
2010
KG
Kathy GarrisonChief Financial Officer & Manager, Business
<$5M
1-10
Private
-
2009
JR
Julie RavensbergInsurance and Annuity Manager
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Mercer Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Mercer Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Mercer Wealth Management.

Mercer Wealth Management Tech Stack

A closer look at the technologies used by Mercer Wealth Management

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Frequently Asked Questions Regarding Mercer Wealth Management

What is Mercer Wealth Management's official website?
Mercer Wealth Management's official website is www.mercer-wm.com
What is Mercer Wealth Management's Revenue?
Mercer Wealth Management's revenue is <$5 Million
What is Mercer Wealth Management's SIC code?
Mercer Wealth Management's SIC: 62,628
What is Mercer Wealth Management's NAICS code?
Mercer Wealth Management's NAICS: 52,523
How many employees does Mercer Wealth Management have?
Mercer Wealth Management has 1-10 employees
What industry does Mercer Wealth Management belong to?
Mercer Wealth Management is in the industry of: Finance, Securities Trading
What is Mercer Wealth Management competition?
Mercer Wealth Management top competitors include: OWL Private Wealth Advisors, Pillar Wealth Management, Goodrich and Associates, Middleburg Wealth Management
What technology does Mercer Wealth Management use?
Some of the popular technologies that Mercer Wealth Management uses are: Cloudflare Website Optimization, Cloudflare CDN, Adobe Typekit, Mercer
How do I contact Mercer Wealth Management?
Mercer Wealth Management contact info: Phone number: (502) 482-8501 Website: www.mercer-wm.com
What does Mercer Wealth Management do?

Mercer Wealth Management is an independent wealth management firm that provides personalized financial solutions to families, individuals, businesses, and non-profits. They focus on understanding their clients' unique needs and guiding them towards achieving their financial objectives through a holistic approach. The firm prides itself on building... trust and confidence with clients, defining their success by the success of those they serve. Their comprehensive set of services is designed to simplify financial concerns and help clients pursue their financial goals.Read More

What are Mercer Wealth Management social media links?
Mercer Wealth Management Linkedin page Mercer Wealth Management Twitter page Mercer Wealth Management Facebook page
Is Mercer Wealth Management a public company?
Mercer Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Mercer Wealth Management

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