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Mergent Wealth
Mergent Wealth is a ria based in Dallas, founded 2005; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts...
Overview
Mergent Wealth, LLC is a state-registered investment adviser in Dallas, TX. It has two employees. The firm is based in Texas.
General information
Firm type
RIA
Year founded
2005
Location
Region
North America
Country
United States
City
Dallas
Corporate office
New York, NY, United States
Principals
Thomas L. Mergent
Founder and Managing Principal
Sector focus
Frequently asked questions
How does Mergent Wealth source proprietary deal flow?
The firm sources deals through the founder's personal network from his Goldman Sachs career and existing GP relationships. It does not maintain a public sourcing platform or solicit external opportunities.
What investment stages does Mergent Wealth typically target?
Mergent Wealth focuses on income-generating assets and opportunistic strategies in private credit and real estate, with additional exposure to hedge funds and secondaries. Stage focus is opportunistic rather than stage-specific.
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