Private Asset Management

Private Wealth Managementpamgmt.com

Private Asset Management, part of the Mercer Advisors network, is a San Diego-based SEC-registered investment adviser delivering comprehensive wealth management to high-net-worth individuals and families through a unified family office model spanning financial planning, investment management, tax, estate, and insurance services.

Company typePrivate
Founded1993
HeadquartersSan Diego, United States
Headcount11–50
GTM typeB2C
OfferingServices

What Private Asset Management does

Private Asset Management, operating under the Mercer Advisors brand and legally domiciled as Mercer Advisors Private Asset Management, Inc., is an SEC-registered investment adviser providing comprehensive wealth management services to high-net-worth individuals, families, and business owners. Founded in 1993 and headquartered in San Diego (Sorrento Valley office at 5348 Carroll Canyon Rd.), the firm operates within a national Mercer Advisors network spanning the Northeast, Midwest, Southeast, Southwest, and West regions of the United States. The San Diego entity itself is sized at 11–50 employees, while the broader Mercer Advisors network comprises 430+ advisors and 100+ investment professionals.

The core platform is an integrated family office structure that unifies financial planning, investment management (institutional-grade portfolios with private market access for qualified investors), tax planning and preparation, estate planning, insurance solutions, and trustee services under one in-house team of planners, investors, accountants, and estate specialists. Specialty modules extend the offering to retirement planning, multi-generational wealth planning, concentrated stock strategies, Women & Wealth services, family and health advisory (divorce, special needs dependents, inherited wealth, LGBTQ+, millennials), profession-specific advisory (Tech Founders, Physicians, Pilots, Professional Athletes, Dentists, etc.), and endowment/foundation services. Underlying technology is positioned as an integrated platform rather than a standalone product, with no disclosed APIs, SDKs, or proprietary AI/ML components.

The business model is fee-based and recurring, tied to assets under management, with a $500,000 minimum investable asset threshold and tiered intake ranging up to $25M+. Go-to-market is consultative enterprise field sales: gated website intake, advisor-led consultations, white-glove service, complemented by a multi-channel content strategy (Wealth Point newsletter, Market Perspectives podcast, social media) and a structured client referral program. No funding rounds, M&A, revenue, or headcount growth metrics were disclosed in the source material.

Private Asset Management firmographics

Firmographics

Name: Private Asset Management
Legal name: Mercer Advisors Private Asset Management, Inc.
Website: https://pamgmt.com
Company type: Private
Founded year: 1993
Operating status: Operating
Headcount range: 11–50 employees
Short description: Private Asset Management, part of the Mercer Advisors network, is a San Diego-based SEC-registered investment adviser delivering comprehensive wealth management to high-net-worth individuals and families through a unified family office model spanning financial planning, investment management, tax, estate, and insurance services.
Ownership category
akta.pro rank

Private Asset Management industry classification

Industry

Product category: Private Wealth Management
NAICS: Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)
SIC: Investment Advice (6282)
akta.pro primary industry: Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)
akta.pro secondary industries: Affluent / Mass-Affluent Private Banking (FSABADAC), Private Client Custody & Brokerage (Execution, Reporting, Safekeeping) (FSAAABAN)

Keywords

Wealth management services
Financial planning
Investment advisory
Estate planning
Tax management

Where Private Asset Management is headquartered

Location

Headquarters

HQ city: San Diego
HQ country: United States
HQ region: North America

Offices1 record

Markets served

Private Asset Management business model

Business model

GTM type: B2C
Offering type: Services
Cost components: Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

Wealth Management / AUM Fees: Fee-based investment advisory services where clients pay based on assets under management. The company acts as an SEC registered investment adviser providing discretionary investment management services.
Financial Planning Services: Comprehensive financial planning integrated into the wealth management offering
Tax Services: Tax planning and preparation services through Mercer Advisors Tax Services LLC
Insurance Solutions: Insurance products and solutions through Mercer Advisors Insurance Services LLC

Pricing tiers

Model	Billing	Price
Subscription	Annual	Entry tier for clients with $500K-$1.5M in investable assets

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Private Asset Management product offering

Product offering

Core offering

Private Asset Management is a private wealth management firm that provides financial planning, investment management, tax preparation, estate planning, insurance, and trustee services to high-net-worth individuals, business owners, and professionals. The firm operates on a fee-based model, typically charging a percentage of assets under management and/or subscription fees for ongoing financial planning.

Product overview

Mercer Advisors operates as a comprehensive wealth management firm offering an integrated platform of financial services through a family office structure. The core offering unifies financial planning, investment management (with institutional-grade portfolios and private market access), tax planning and preparation, estate planning, insurance solutions, and trustee services. Additional specialized modules include retirement planning, multi-generational wealth planning, business retirement plans for organizations, endowment and foundation services, concentrated stock solutions, and profession-specific advisory services (targeting Airline Pilots, Business Owners, Corporate Executives, Physicians, Tech Founders, and more). The firm also offers tailored services for Women & Wealth and Family & Health situations.

Differentiator

Problem solved

Functional benefit

Brands

Mercer Advisors Private Asset Management: SEC registered investment adviser providing discretionary investment management services to affiliated private funds

Products and services

Financial Planning Comprehensive financial planning service for high-net-worth individuals and families, covering budgeting, retirement, education, and goal-based planning delivered by an assigned wealth advisor.
Investment Management Discretionary and advisory management of client portfolios, typically charged as a percentage of assets under management, for individuals, families, and business owners.
Tax Preparation and Planning Personal and entity tax preparation and proactive tax planning services integrated with the client's investment and estate strategy.
Estate Planning Estate planning services including wills, trusts, and legacy structuring for high-net-worth clients, coordinated with the firm's investment and tax services.
Insurance Services Insurance advisory and product solutions for clients, including life, disability, and long-term care coverage analysis integrated into the overall wealth plan.
Trustee Services Corporate and individual trustee services where the firm acts as trustee for client trusts, administering assets and distributions in line with the estate plan.

Quantifiable outcome

Comprehensive wealth management through a single unified team, eliminating the need to coordinate multiple advisors
+1 more outcomes

Companies that use Private Asset Management

Customer profile

Named customers1 record

Segments5 records

Ideal customer profiles1 record

Private Asset Management technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Feature3 records

Private Asset Management partnerships and signals

Strategic signal

Partnerships

Two partnerships are on record, tiered minor.

San Diego Humane SocietyminorOthersCommunity partnership supporting animal welfare. Mercer Advisors participates in the Walk for Animals event to help animals in need.
San Diego Food BankminorOthersCommunity partnership supporting food security. The San Diego Food Bank supports over 400,000 people each month, and Mercer Advisors supports their mission with annual food drives.

Scale indicators4 records

Recent moves5 records

Expansion highlights4 records

Private Asset Management competitors and assessment

Company assessment

Direct peers

GenSpring Family Offices: Multi-family office serving HNW families with $5M+ in investable assets, providing integrated wealth management, investment advisory, and family governance. Closely comparable on family office structure and HNW minimums.
Bessemer Trust: One of the largest independent multifamily offices in the US, providing investment management, wealth planning, and family office services to HNW families with $20M+ assets. Directly comparable to Mercer Advisors on HNW focus, integrated family office structure, and multi-generational planning capabilities.
Tiedemann Advisors: Independent wealth advisor and multifamily office serving HNW families, foundations, and endowments with investment advisory, trust, and family office services. Comparable integrated HNW wealth management model and multi-generational focus.
Mariner Wealth Advisors: Large national independent RIA offering comprehensive wealth advisory, investment management, tax, and estate planning to HNW individuals and families. Closely comparable to Mercer on integrated services, national footprint, and HNW minimums.
Cresset Capital: Multi-family office and private investment firm providing integrated wealth management, investment advisory, and family office services to HNW and UHNW families. Comparable integrated fiduciary model and family-centric positioning.

Broad incumbents

Abbot Downing (Wells Fargo): Wells Fargo's HNW wealth management brand providing investment management, trust, and family office services to clients with substantial investable assets. Comparable HNW focus, fiduciary model, and integrated service suite.
Brown Brothers Harriman (Wealth Management): Private partnership offering private banking, investment management, and trust services to HNW families and institutions. Comparable integrated trust, investment, and wealth advisory services for HNW clients with multi-generational emphasis.
CIBC Private Wealth (US): Private wealth management arm of CIBC serving HNW and UHNW individuals and families with investment advisory, financial planning, and trust services. Comparable HNW-focused integrated wealth offering from a broader financial institution.
Edelman Financial Engines: One of the largest independent RIAs in the US, serving a broad mass-affluent and HNW client base with investment advisory and financial planning. Comparable RIA platform but serves a much wider (and lower-minimum) client base than Mercer's HNW focus.
Pathstone (formerly BNY Mellon Wealth Management spin-off): Independent wealth advisory firm serving ultra-HNW families, foundations, and endowments with investment management, trust, and family office services. Comparable integrated HNW/UHNW wealth platform with multi-generational planning.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Private Asset Management financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Private Asset Management leadership team

Management profile

Number of profiles

Profiles5 records

Private Asset Management funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Private Asset Management M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Private Asset Management

What does Private Asset Management do?

Is Private Asset Management a public or private company?

Private Asset Management is a private company. It is classified as unknown and is currently operating.

When was Private Asset Management founded?

Private Asset Management was founded in 1993. It employs 11 to 50 people.

Where is Private Asset Management based?

Private Asset Management is headquartered in San Diego, United States, in the North America region.

How does Private Asset Management make money?

Four revenue lines are on record. Wealth Management / AUM Fees are the primary driver. The others are financial Planning Services, tax Services and insurance Solutions.

Who are Private Asset Management's main competitors?

Direct peers on record are GenSpring Family Offices, Bessemer Trust, Tiedemann Advisors, Mariner Wealth Advisors and Cresset Capital. Broad incumbents are Abbot Downing (Wells Fargo), Brown Brothers Harriman (Wealth Management), CIBC Private Wealth (US), Edelman Financial Engines and Pathstone (formerly BNY Mellon Wealth Management spin-off).

Does Private Asset Management have an API?

No public API is recorded for Private Asset Management.

What industry is Private Asset Management in?

Private Asset Management's product category is Private Wealth Management. Its primary akta.pro industry code is FSABADAD, Private Banking Advisory & Discretionary Portfolio Management, with a secondary code of FSABADAC, Affluent / Mass-Affluent Private Banking. Its NAICS code is 523940 and its SIC code is 6282.