Moldenhauer & Associates

What changed

Brett Moldenhauer and his firm's 12 employees joined Merit from Commonwealth-affiliated Moldenhauer & Associates, which oversees $1.1B across nearly 1,900 households.

Reported / discovered

Oct 7, 2026

Effective

Not reported

New role

Principal

Previous role

Not reported

Market

Orchard Park, NY

Reported book

$1.1B

Reported team size

12 people

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

2 observations consolidated into one event.