Announced
Completed
Financials
Tags
Acquisition
Friendly
Asset Managers and Custodians
Private Equity
Completed
Majority
asset management
Single Bidder
United States
Private
Domestic
Synopsis
Stratos Wealth Partners, a private equity firm, completed the acquisition of Truvium Wealth Management, a wealth management firm. Financial terms were not disclosed. "It is great to be part of helping Scott fulfill his vision and goal of running his own wealth management firm. Our fit with each other became absolutely clear based on the care he placed in his decision and the focus he had through the transition," Michael O'Brien, Stratos Managing Partner.
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