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Saturday, October 3, 2026The Morning Brief →Sign in
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Constellation Wealth Capital

CHICAGO, IL
CRD: 326917
In PWD coverage since August 14, 2026 · 4 stories
$2.5BRegulatory AUMSEC Form ADV · Sep 26
20EmployeesForm ADV
1Deals on our tracker
Regulatory AUM · Aug 16 – Sep 26
Deal recordFull tracker →
Aug 24, 26Deal announcedConfluence Financial Partners — coverage
PWD coverage
The Close

Merit's succession shows the deal pipeline is now the hiring pipeline

A $33 billion Atlanta RIA handed its top two jobs to people it bought, which is what a deal machine looks like when it starts staffing itself.
move · Sep 21Merit's $888 million Commonwealth hire was paid partly in equity
M&A · Aug 25Confluence minority stake is a growth bet
M&A · Aug 14Merit Financial acquires $900M Bridgeway Group
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