WealthCreate Acquires Multiple Independent Advisory Practices and Rebrands Under WealthCreate
August 12, 2024
Houston-based WealthCreate acquired Texas firms Studemont Group Planning and Steadfast Wealth Strategies, Arizona-based McConnell Financial, California-based FMC Financial Group, and a portion of Ohio-based OneSeven's book of business, adding nearly $50 million in AUM. The acquired practices will operate under the WealthCreate brand as part of a national expansion to broaden service offerings and scale its financial planning platform.
- Buyers
- WealthCreate
- Targets
- Studemont Group Planning, Steadfast Wealth Strategies, McConnell Financial, FMC Financial Group, OneSeven (portion of book of business)
- Industry
- Financial Services
- Location
- United States
- Transaction Type
- Buyout
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