Mathis Wealth Management Acquires RH Wealth Advisors
May 1, 2024
Mathis Wealth Management, a Phoenix-based financial planning and wealth management firm, has acquired RH Wealth Advisors, a Ventura, California wealth management practice. The transaction expands Mathis's geographic footprint into California and aims to ensure continuity of service for RH Wealth Advisors' clients; financial terms and seller details were not disclosed.
- Buyers
- Mathis Wealth Management
- Targets
- RH Wealth Advisors
- Industry
- Wealth Management
- Location
- California, United States
- Transaction Type
- Buyout
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