Avantax Acquires Integrated Tax & Wealth Strategies’ $760M Wealth Management Business
May 5, 2024
Avantax acquired the wealth management business of Integrated Tax & Wealth Strategies, which manages $760 million in client assets as of December 31, 2023. The founder, Brian Stephens, will continue with the tax practice while the wealth team joined Avantax as W-2 investment adviser representatives to deepen Avantax’s tax‑focused wealth management capabilities and expand AUM.
- Buyers
- Avantax
- Targets
- Integrated Tax & Wealth Strategies
- Sellers
- Integrated Tax & Wealth Strategies
- Industry
- Wealth Management
- Location
- Texas, United States
- Transaction Type
- Buyout
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