Wealth Enhancement Group Acquires Investor Solutions (Miami RIA)
August 12, 2021
Wealth Enhancement Group announced the acquisition of Investor Solutions, a Miami-based independent RIA that oversees $1.1 billion in client assets and includes six financial advisors. The deal gives Wealth Enhancement Group its first South Florida office, will push its total client assets to roughly $40 billion, and is expected to close in October 2021 (terms not disclosed).
- Buyers
- Wealth Enhancement Group
- Targets
- Investor Solutions
- Industry
- Wealth Management
- Location
- Florida, United States
- Transaction Type
- Buyout
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