Wealthcare Acquires Fellows Financial Group
September 9, 2022
Wealthcare Capital Management LLC, a NewSpring Holdings platform company, acquired Fellows Financial Group, an independent financial advisory firm based in Leesburg, Virginia. The acquisition expands Wealthcare's presence in the direct advisory channel, adds employee advisors and clients, and provides a succession plan for Fellows Financial's founder while deepening operational alignment with Wealthcare's platform and technology.
- Buyers
- Wealthcare Capital Management LLC (Wealthcare)
- Targets
- Fellows Financial Group
- Sellers
- Blake Fellows
- Platforms
- Wealthcare Capital Management LLC (Wealthcare)
- Industry
- Financial Services
- Location
- Virginia, United States
- Transaction Type
- Addon
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