BIP Wealth Acquires Prehmus Financial Partners

Constellation Wealth Capital Makes Minority Investment in BIP Wealth

February 25, 2026

Wealth Management

Atlanta-based registered investment advisor BIP Wealth has secured a strategic minority investment from Constellation Wealth Capital to support organic and inorganic growth, accelerate its acquisition strategy, and enhance its advisor support platform while maintaining independence. The capital partnership will help fuel future partnerships and acquisitions, particularly across the Southeast and other targeted growth markets.

BIP Wealth Acquires The Money Advisor Group (TMAG)

April 30, 2024

Financial Services

Atlanta-based RIA BIP Wealth has signed an agreement to acquire The Money Advisor Group (TMAG), a Columbus, Georgia-based registered investment advisor that manages roughly $300 million in client assets. The deal, which closes May 22, 2024, expands BIP's geographic footprint into West Central Georgia and East Alabama and gives TMAG clients access to BIP's private market investment solutions and advanced planning capabilities.

Pretium Acquires BH Management Services

February 29, 2024

Real Estate

Pretium, a specialized investment firm, has agreed to acquire BH Management Services, a leading U.S. property management platform that manages approximately 114,000 homes across 370 communities. The transaction, expected to close in early Q2 2024, will make BH an operating company of Pretium while keeping BH's current leadership and headquarters in Des Moines, Iowa.

Pure Financial Advisors Acquires Personal Investment Management, Inc.

March 14, 2025

Financial Services

Pure Financial Advisors, LLC (PE-backed RIA) has acquired Personal Investment Management, Inc. (PIM), a Seattle-area financial advisory firm with roughly $567 million in regulatory AUM. The deal, which closed March 14, 2025, expands Pure's presence in the Pacific Northwest and integrates PIM's advisory team and clients into Pure's Seattle / Mercer Island operations.

Perigon Wealth Management Acquires Prudeo Partners

February 14, 2024

Financial Services

Perigon Wealth Management acquired Prudeo Partners, a wealth management firm with offices in Reading, Pennsylvania and West Columbia, South Carolina, adding approximately $425 million in client assets to Perigon's platform. Terms were not disclosed; several Prudeo advisors and staff will join Perigon as partners and advisors, expanding Perigon's advisor-led footprint and AUM.

Homrich Berg Acquires WMS Partners

January 16, 2025

Financial Services

Atlanta-based Homrich Berg (HB Wealth Management) has closed the acquisition of WMS Partners, a Towson, Maryland-based RIA with $6.4 billion in AUM. The deal expands HB's family office capabilities and mid-Atlantic presence, bringing combined AUM to over $24 billion and keeping WMS's leadership and advisors in the Towson office to ensure continuity for clients.