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Announced

Wealth Enhancement Group to acquire Washington Wealth Advisors.

Financials

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Transaction Value-
Consideration TypeCash
Capital Owned-
Capital Bid For100%
EV/Sales-
EV/EBITDA-
Share Price Premium-
One Off Charge-

Tags

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Domestic

Asset Managers and Custodians

registered investment advisor

Private

Majority

United States

wealth management

Acquisition

Friendly

Single Bidder

Pending

Synopsis

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Wealth Enhancement Group, a national independent wealth management firm, agreed to acquire Washington Wealth Advisors, an independent RIA based in Falls Church, VA. Financial terms were not disclosed. "We are pleased to welcome Maura, Todd and the trusted team at Washington Wealth Advisors to Wealth Enhancement Group. Our two firms have remarkably similar cultures, wealth management philosophies and company values, all of which focus on delivering financial advice in the best interest of our clients. We are proud to partner with this team and eager to bring them onboard," Jeff Dekko, Wealth Enhancement Group CEO.

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