The Thousand Oaks-based, women-led firm oversees about $100 million in assets, expanding Mercer's Ventura County and Greater Los Angeles presence; founder Vicki Arndt will stay on with clients.
Mercer said the deal adds a planning-focused team and strengthens its integrated family office offering across investment management, financial planning, estate planning and tax services.
The acquisition fits Mercer's broader push for fiduciary, planning-led firms in a competitive California RIA deal market, with nearly 120 partner firms onboarded to date.
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