Wealth Enhancement Group Acquires BTR Capital Management, Inc.
November 17, 2022
Wealth Enhancement Group, a national independent wealth management firm, has acquired BTR Capital Management, Inc., an Oakland-based independent RIA that manages more than $1 billion in client assets. The acquisition expands Wealth Enhancement Group’s presence in Northern California (bringing WEG to nine offices in the region) and adds BTR’s team of nine advisors and five support staff to WEG’s platform.
- Buyers
- Wealth Enhancement Group
- Targets
- BTR Capital Management, Inc.
- Industry
- Wealth Management
- Location
- California, United States
- Transaction Type
- Addon
Explore More
Related Acquisitions
-
Wealth Enhancement Group Acquires Oakwood Capital Management
June 30, 2021
Wealth Management
Wealth Enhancement Group (WEG) has acquired Oakwood Capital Management, a Los Angeles-based independent RIA with $1.04 billion in client assets. Oakwood (14 employees, five advisors) will operate as the Oakwood Team at Wealth Enhancement Group, with founder Bruce Mandel serving as Managing Director; the deal closed June 30, 2021 and financial terms were not disclosed.
-
Wealth Enhancement Group Acquires M&R Capital Management, Inc.
November 7, 2024
Financial Services
Wealth Enhancement Group has acquired M&R Capital Management, an independent RIA based in Summit, New Jersey that manages over $536 million in client assets. The three-advisor team (plus three support staff) will join Wealth Enhancement Group to access its centralized services and expand the firm's presence in New Jersey.
-
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 Wealth Management Group, LLC (Rochester, NY)
November 16, 2023
Wealth Management
Wealth Enhancement Group, a Minneapolis-based independent wealth management firm, has acquired Wealth Management Group, LLC, a hybrid RIA in Rochester, New York, bringing approximately $117 million in client assets. The acquisition adds another western New York office to Wealth Enhancement Group’s network and is intended to expand local presence and provide Wealth Management Group’s clients access to broader resources and services.
-
Wealth Enhancement Group Acquires Levy Wealth Management Group, LLC
September 5, 2024
Financial Services
Wealth Enhancement Group, a national independent wealth management firm, has acquired Levy Wealth Management Group, LLC, a Philadelphia-based hybrid RIA that oversees more than $1.3 billion in client assets. The Levy team will operate as the Levy‑Clatterbuck‑Robostello Team at Wealth Enhancement Group, expanding WEG's presence in Pennsylvania and increasing its total client assets to over $90.5 billion.
-
Wealth Enhancement Group Acquires Kings Point Capital Management
June 2, 2022
Wealth Management
Wealth Enhancement Group, a Minneapolis-based independent wealth management firm, has acquired Kings Point Capital Management, an independent RIA with offices in Great Neck, New York and Brentwood, Tennessee. The deal brings Kings Point’s $1.7 billion in client assets onto Wealth Enhancement Group’s platform, increasing the firm’s total client assets to about $55 billion and adding a team of five advisors plus 11 support staff.
Track M&A activity that matters to you
Get real-time deal alerts, build buyer lists with AI, and access our full acquisition database. Start your free trial today.