Announced
Completed
Financials
Tags
Single Bidder
investment adviser
Domestic
United States
Completed
Friendly
Majority
Asset Managers and Custodians
Acquisition
Private
Synopsis
Wealth Enhancement Group, an independent wealth management firm that oversees $20.3bn in client assets, completed the acquisition of 10-15 Associates, an independent registered investment adviser. Financial terms were not disclosed. "We are delighted to welcome 10-15 Associates to the Wealth Enhancement Group team. As we have continued to expand our footprint across the country and in the New York / Tri-State region specifically, we have been very deliberate in identifying and partnering with exceptional advisors who bring as much to our team as our strategic growth initiatives and back office capabilities add for them and their firms. Deborah, Michael and all the professionals at 10-15 Associates exceeded our expectations, and we are eager to help them further accelerate their growth as part of our platform," Jeff Dekko, Wealth Enhancement Group CEO.
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