Bluespring Wealth Partners Acquires CD Wealth Management
March 1, 2022
Bluespring Wealth Partners has acquired Dallas-based CD Wealth Management, whose advisors collectively manage over $850 million in client assets. The deal establishes a North Texas wealth-management hub to support expansion across Texas and the Southwest; CD Wealth will continue operating under its name and its founder and partners retain significant equity.
- Buyers
- Bluespring Wealth Partners
- Targets
- CD Wealth Management
- Platforms
- Bluespring Wealth Partners
- Industry
- Financial Services
- Location
- Texas, United States
- Transaction Type
- Addon
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