Wealth Enhancement Group Acquires Equius Partners, Inc.

Wealth Enhancement Group Acquires Titus Wealth Management

July 14, 2022

Financial Services

Wealth Enhancement Group, a Minneapolis-based independent wealth management firm, acquired Titus Wealth Management, a hybrid RIA with three offices in California that oversees more than $776 million in client assets. The deal expands Wealth Enhancement Group's presence in Northern California and brings Titus Wealth's eight advisors and support staff into its platform.

Wealth Enhancement Group Acquires Integra Capital Advisors

March 31, 2022

Financial Services

Wealth Enhancement Group, a Minneapolis-based independent wealth management firm, announced the acquisition of Integra Capital Advisors, a Florida-based independent RIA overseeing $287 million in client assets. The deal (terms undisclosed) adds Integra’s two Florida offices and advisory team to Wealth Enhancement Group’s platform and closed on March 31, 2022.

Wealth Enhancement Group Acquires Investor Solutions (Miami RIA)

August 12, 2021

Wealth Management

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).

Wealth Enhancement Group Acquires New Era Financial Advisors, Inc.

April 26, 2023

Financial Services

Wealth Enhancement Group, a national independent wealth management firm, acquired New Era Financial Advisors, Inc., a hybrid RIA with two Minnesota locations and over $1.1 billion in client assets. The deal adds a team of six advisors and 11 support staff and expands Wealth Enhancement Group's presence in the Twin Cities market.

Wealth Enhancement Group Acquires 10-15 Associates

October 8, 2020

Financial Services

Wealth Enhancement Group, a Minneapolis-based independent wealth management firm overseeing approximately $20.3 billion in client assets, announced the acquisition of 10-15 Associates, an independent RIA headquartered in Goshen, New York with about $923 million in client assets. The deal expands Wealth Enhancement Group’s footprint in the New York / Tri-State region and brings additional advisory talent and offices to its national wealth management platform.

Wealth Enhancement Acquires the Capstone Team from Capstone Wealth Advisors, LLC

February 6, 2025

Wealth Management

Wealth Enhancement, a national independent wealth management firm, has welcomed the Capstone Team from Capstone Wealth Advisors, LLC — a team of six advisors and five support staff overseeing approximately $618 million in client assets. The move expands Wealth Enhancement’s presence in the Pacific Northwest and increases its total client assets to more than $102.7 billion.