# Mergent Wealth

Mergent Wealth is a RIA based in Dallas, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** mergentwealth.com

## Regulatory record

- **CRD number:** 313559
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/313559

## About

Mergent Wealth, LLC is a state-registered investment adviser in Dallas, TX. It has two employees. The firm is based in Texas.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds
- Secondaries & Special Situations

## People

- Thomas L. Mergent — Founder and Managing Principal

## 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.

## Related profiles

- [Vision Casting Financial Planning](https://altss.com/profile/vision-casting-financial-planning-llc)
- [Plum Lake Capital](https://altss.com/profile/plum-lake-capital-llc)

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Last updated: 2026-07-06T01:24:21.273Z

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