Adviser Investments Acquires LeJeune Puetz Investment Counsel
July 10, 2023
Adviser Investments, an independent wealth advisor based in Newton, Massachusetts, has acquired LeJeune Puetz Investment Counsel of Traverse City, Michigan. The deal brings LeJeune Puetz’s ~$350 million in client assets and 75 households onto Adviser's platform, expands Adviser's footprint in Northern Michigan, and brings John Puetz into Adviser as a partner and wealth advisor.
- Buyers
- Adviser Investments, LLC
- Targets
- LeJeune Puetz Investment Counsel, LLC
- Industry
- Wealth Management
- Location
- Michigan, United States
- Transaction Type
- Buyout
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