Announced
Completed
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.
Show Details & Financials
Did you work on this deal?
Showcase your expertise to over 3 million dealmakers and industry leaders on Datasite.
© COPYRIGHT 2024 MERGERLINKS LIMITED.
ALL RIGHTS RESERVED.
15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.