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Private Wealth Daily
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David Wahlen

Merit · Reported Oct 7
In network coverage since August 14, 2026 · 6 stories
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M&A

Merit Financial buys $1.1B New York practice, its 10th Commonwealth team

The Atlanta RIA adds nearly 1,900 households; seller Brett Moldenhauer cited the Commonwealth advisors already at Merit.
Recruiting & transitions · Sep 21Merit's $888 million Commonwealth hire was paid partly in equity
Moves · Sep 18Merit bought a succession plan and paid for it in equity
M&A · Aug 14Merit Buys $900M Former Commonwealth RIA Bridgeway Group
M&A · Aug 14Merit Adds $900M Commonwealth Team, Sixth Since LPL Deal
M&A · Aug 14Merit Financial acquires $900M Bridgeway Group
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