Beacon Pointe Advisors Acquires Artemis Financial Advisors and WhiteRock Wealth Management
December 17, 2024
Beacon Pointe Advisors has acquired Artemis Financial Advisors (Boston, MA) and WhiteRock Wealth Management (Dallas, TX), adding roughly $613 million in assets under management and expanding its presence in the Boston and Dallas–Fort Worth markets. The two deals closed on November 30 and December 15, 2024, respectively; financial terms were not disclosed.
- Buyers
- Beacon Pointe Advisors
- Targets
- Artemis Financial Advisors, WhiteRock Wealth Management
- Industry
- Wealth Management
- Location
- United States
- Transaction Type
- Buyout
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