Modern Wealth Management Acquires Beltz Ianni & Associates
March 6, 2024
Modern Wealth Management, a Monterey-based registered investment advisory (RIA), has acquired Rochester, New York-based Beltz Ianni & Associates, an RIA managing approximately $1.2 billion in client assets. The deal expands Modern Wealth’s presence into the Eastern U.S. and adds a retirement plan advisory business and related third-party administration capabilities for small-to-midsize employers.
- Buyers
- Modern Wealth Management
- Targets
- Beltz Ianni & Associates
- Industry
- Financial Services
- Location
- New York, United States
- Transaction Type
- Buyout
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