HUB International Acquires Assets of WealthPlan Advisors, LLC
August 3, 2022
HUB International Limited acquired the assets of WealthPlan Advisors, LLC, an independent Scottsdale-based investment advisor, to expand its retirement and wealth advisory capabilities in the Southwest. WealthPlan Advisors had nearly 600 clients and managed more than $2.3 billion in assets as of March 2022; terms were not disclosed and the firm was represented by Wise Rhino Group.
- Buyers
- HUB International Limited
- Targets
- WealthPlan Advisors, LLC
- Industry
- Financial Services
- Location
- Arizona, United States
- Transaction Type
- Buyout
Explore More
Build a buyer list for your deal
Find active buyers from recent acquisition patterns and move straight into outreach.