Prime Capital Investment Advisors Acquires Liberty Wealth Advisors
December 9, 2022
Prime Capital Investment Advisors (PCIA) has acquired substantially all of the assets of Liberty Wealth Advisors, a $1.75 billion wealth planning and investment management firm led by James S. Gladney. The deal brings Liberty's leadership and approximately 15 employees (including five advisors serving ~725 clients across 45+ states) into PCIA and closed on December 9, 2022.
- Buyers
- Prime Capital Investment Advisors (PCIA)
- Targets
- Liberty Wealth Advisors
- Sellers
- Liberty Wealth Advisors
- Industry
- Financial Services
- Location
- Michigan, United States
- Transaction Type
- Buyout
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