Homrich Berg Acquires WMS Partners
January 16, 2025
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.
- Buyers
- Homrich Berg (HB Wealth Management)
- Targets
- WMS Partners
- Industry
- Financial Services
- Location
- Maryland, United States
- Transaction Type
- Buyout
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