Bluespring Wealth Partners Acquires KDI Wealth Management
May 16, 2024
Bluespring Wealth Partners announced the acquisition of Scottsdale-based KDI Wealth Management, a 14-person firm overseeing over $750 million in client assets. KDI's founders (Kevin and Carrie Dick) and partner Shane Keith will join Bluespring while KDI also joins the Kestra Financial platform to access additional tools and resources and accelerate growth.
- Buyers
- Bluespring Wealth Partners
- Targets
- KDI Wealth Management
- Sellers
- Kevin Dick, Carrie Dick, Shane Keith
- Industry
- Financial Services
- Location
- Arizona, United States
- Transaction Type
- Addon
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