Ty J. Young Wealth Management Acquires Amatulli and Associates Financial Services

Ty J. Young Wealth Management Acquires Charlotte Financial Services, LLC

November 1, 2022

Financial Services

Ty J. Young Wealth Management, an Atlanta-based independent wealth management firm, has acquired Charlotte Financial Services, LLC of Matthews, North Carolina. The deal — closed in November 2022 — transfers the practice and client relationships of CEO John Kastraba, Sr to Ty J. Young as part of Kastraba's retirement and expands Ty J. Young's national footprint.

Ty J. Young Wealth Management Acquires Republic Asset Management

July 10, 2023

Financial Services

Atlanta-based Ty J. Young Wealth Management has acquired Republic Asset Management, a Tallahassee, Florida financial advisory practice. The deal expands Ty J. Young's presence and client base in Florida and gives Republic Asset Management clients access to TJY's broader suite of wealth-management services.

Ty J. Young Wealth Management Acquires Financial Practice of John Jaboor

September 20, 2024

Financial Services

Ty J. Young Wealth Management has acquired the financial practice of Tiburon, California-based advisor John Jaboor as he retires. The acquisition expands Ty J. Young's West Coast footprint and is the firm's 39th acquisition in the last six years, extending its suite of wealth-management services to Jaboor's clients.

Apella Wealth Acquires Young Wealth Management

December 13, 2024

Financial Services

Apella Wealth, a national RIA headquartered in West Hartford, Connecticut, has acquired Young Wealth Management, a Davis, California-based registered investment adviser with $144 million in AUM. The deal, which closed December 13, 2024, expands Apella's West Coast presence and is the firm’s twentieth acquisition and ninth since partnering with Wealth Partners Capital Group.

Ty J. Young Wealth Management Acquires P.A. Berg Retirement Solutions

March 22, 2022

Wealth Management

Ty J. Young Wealth Management acquired Chicago-based P.A. Berg Retirement Solutions, with the transaction closing on March 22, 2022. The acquisition expands TJY's footprint into the Chicago market and gives P.A. Berg clients access to TJY's broader advisory resources and services.

Ty J. Young Wealth Management Acquires Annuity Pros, LLC

July 14, 2022

Financial Services

Ty J. Young Wealth Management, an Atlanta-based wealth management firm, has acquired Annuity Pros, LLC, a Gulf Breeze, Florida financial services firm specializing in retirement planning and fixed annuities. The deal is part of Ty J. Young's ongoing nationwide expansion, marking its 22nd acquisition in four years.