Clearstead Advisors Acquires Waveland Family Office

January 31, 2025

Clearstead Advisors, a Cleveland-based RIA backed by Flexpoint Ford, has acquired the assets of Waveland Family Office LLC, a northern Chicago suburban family office with approximately $420 million AUM. The deal closed January 31; Waveland’s six employees will join Clearstead and principals Allen C. Berg and Dennis Zaslavsky will join as equity partners, expanding Clearstead’s Midwest presence and capabilities.

Targets
Waveland Family Office LLC
Sellers
Waveland Family Office LLC
Platforms
Clearstead Advisors, LLC
Location
Illinois, United States
Transaction Type
Addon

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