Submit Deal

WEALTH ENHANCEMENT GROUP

Deals Overview

Total Deals16

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

Senior Management

Jeff Dekko
CEO
Kelly Windorski
CFO
Utkarsh Patel
Chief Digital & Marketing Officer

Sort

10-15 associates

HQ - United States

Asset Managers and Custodians

8 Oct 2020

Investment Date

100%

Stake

n/a

Deal Value

hoover financial advisors

HQ - United States

Asset Managers and Custodians

3 Jun 2021

Investment Date

100%

Stake

n/a

Deal Value

pinnacle private wealth

HQ - United States

Diversified Financials

8 Sep 2022

Investment Date

100%

Stake

n/a

Deal Value

financial management concepts

HQ - United States

Asset Managers and Custodians

30 Mar 2022

Investment Date

100%

Stake

n/a

Deal Value

northwest investment counselors llc

HQ - United States

Diversified Financials

31 Dec 2024

Investment Date

100%

Stake

n/a

Deal Value

By continuing, you agree to our Terms & Conditions and our Data Privacy Policy