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MERCER ADVISORS PRIVATE ASSET MANAGEMENT, INC.

DENVER, CO · CRD 327830 · IAPD ↗ · 888-885-8101

$205.6MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
7Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — MERCER ADVISORS PRIVATE ASSET MANAGEMENT, INC. reported RAUM up 248% ($59.0M -> $205.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
48
April 2025 — MERCER ADVISORS PRIVATE ASSET MANAGEMENT, INC. reported RAUM up 44% ($41.0M -> $59.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
August 2024 — MERCER ADVISORS PRIVATE ASSET MANAGEMENT, INC. now reports 2 private fund(s) ($31.8M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
40
April 2024 — MERCER ADVISORS PRIVATE ASSET MANAGEMENT, INC. shrank from 8 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.