Tag: Wealth Enhancement Group
Wealth Enhancement Group and CAIS Enter Partnership
CAIS, a financial product platform for independent wealth management, partnered with Wealth Enhancement Group, an independent wealth management firm with more than $57.7 billion...
Wealth Enhancement Group Adds Hybrid RIA with $663 Million in Client...
Wealth Enhancement Group, an independent wealth management firm with more than $56 billion in total client assets, has added Pinnacle Private Wealth, a hybrid...
Wealth Enhancement Group to Buy $574 Million RIA
Wealth Enhancement Group, an independent wealth management firm, plans to acquire Hawkins Wealth Management, a registered investment adviser with $574 million assets under management...
Wealth Enhancement Group to Surpass $50 Billion in Client Assets with...
Wealth Enhancement Group, an independent wealth management firm, plans to purchase New York-based QCI Asset Management Inc., an independent registered investment advisor with 12...
Wealth Enhancement Group to Acquire $4.7 Billion RIA in Largest Transaction...
Wealth Enhancement Group, an independent wealth management firm, plans to acquire Carroll Financial Associates Inc., an independent registered investment advisor headquartered in Charlotte, North...
Wealth Enhancement Group to Buy Miami-Based RIA with $1.1 Billion in...
Wealth Enhancement Group, an independent wealth management firm, plans to buy Investor Solutions, an independent registered investment advisor practice based in Miami with six...
Wealth Enhancement Group Buys Hybrid with $853 Million in Client Assets
Wealth Enhancement Group, an independent wealth management firm, has purchased Serafini Financial Group, a Maryland-based hybrid registered investment advisor with 12 total employees, four...
Wealth Enhancement Group Buys Houston-Based Practice with $513 Million in Client...
Wealth Enhancement Group, an independent wealth management firm, has purchased Fitzgerald Wealth Management, an independent financial advisory practice with four advisors that collectively oversee...
Wealth Enhancement Group Buys Los Angeles-Based RIA in Second SoCal Acquisition
Wealth Enhancement Group, an independent wealth management firm, has purchased Oakwood Capital Management, a Los Angeles-based independent registered investment adviser with $1.04 billion in...
Wealth Enhancement Group Buys Hybrid RIA with $446 Million in Client...
Wealth Enhancement Group, an independent wealth management firm backed by private equity firm TA Associates, has purchased Lighthouse Wealth Management, an independent hybrid registered...
Wealth Enhancement Group Buys $900 Million New Jersey-Based RIA
Wealth Enhancement Group, an independent wealth management firm backed by private equity firm TA Associates, has purchased MACRO Consulting Group, an independent hybrid registered...
Wealth Enhancement Group to Buy $1.5 Billion Philadelphia-Area RIA
Wealth Enhancement Group, an independent wealth management firm backed by private equity firm TA Associates, has purchased Hoover Financial Advisors, an independent hybrid registered...
Wealth Enhancement Group to Buy $1.6 Billion California RIA
Wealth Enhancement Group, an independent wealth management firm, plans to purchase Pillar Pacific Capital Management LLC, an independent registered investment adviser with locations in...
Wealth Enhancement Group Buys $1.75 Billion Boston-Based RIA
Wealth Enhancement Group, an independent wealth management firm, has purchased North American Management, an independent registered investment adviser based in Boston that has $1.75...
Wealth Enhancement Group Continues RIA Buying Spree
Wealth Enhancement Group, an independent wealth management firm backed by TA Associates, has agreed to purchase Financial Wealth Management, a hybrid registered investment adviser...
Wealth Enhancement Group to Buy $3.2 Billion RIA
Wealth Enhancement Group, an independent wealth management firm backed by TA Associates that oversees $22 billion in client assets, has agreed to purchase SVA...
Wealth Enhancement Group Buys RIA with Nearly $1 Billion in Client...
Wealth Enhancement Group, an independent wealth management firm backed by TA Associates that oversees $20.3 billion in client assets, has acquired an independent registered...
Private Equity-Backed Wealth Enhancement Group Expands Leadership Team and Board
Wealth Enhancement Group, an independent wealth management firm backed by TA Associates that oversees $19.4 billion in client assets, has expanded its leadership team...
Private Equity-Backed Wealth Enhancement Group Buys $446 Million Hybrid RIA
Wealth Enhancement Group, an independent wealth management firm backed by TA Associates that oversees $19.4 billion in client assets, has purchased CJM Wealth Management,...
Private Equity-Backed Wealth Enhancement Group Buys $1.3 Billion RIA
Wealth Enhancement Group, an independent wealth management firm that oversees $17 billion in client assets, has purchased JOYN Advisors Inc., a registered investment adviser...
