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.
- Buyers
- Clearstead Advisors, LLC
- Targets
- Waveland Family Office LLC
- Sellers
- Waveland Family Office LLC
- Platforms
- Clearstead Advisors, LLC
- Industry
- Financial Services
- Location
- Illinois, United States
- Transaction Type
- Addon
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