Firm profile

MERCER ADVISORS PRIVATE ASSET MANAGEMENT, INC.

DENVER, COCRD 327830Latest ADV March 31, 2026

Mercer Advisors Private Asset Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Denver, CO. Its latest Form ADV filing, dated March 31, 2026, reports $206M in regulatory assets under management, 1 employee, and 7 accounts.

Assets Under Management
$206M
Employees
1
Offices
--
Total Clients
7
Primary office
DENVER, CO
1200 17TH STREET, SUITE 2000, DENVER, CO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(888) 885-8101
WebsiteNot reported
LinkedInNot reported

Leadership

4 roles identified
CEOCharles D. Welling
CCOCASDIA, CHRISTOPHER, VINCENT
CFOGun H. Keresteci

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

1 types reported
Asset based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
7

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$206Mas of March 31, 2026
Discretionary100.0%
$206M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$206M
Total Accounts7
10Y AUM Change+$206M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees1
Clients per Employee7:1
10Y Employee Change-7 (-87.5%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.