MAI Capital Management Acquires OG Private Wealth
August 18, 2026
MAI Capital Management announced the acquisition of OG Private Wealth, a fee-only registered investment adviser with offices in Chico and Hermosa Beach, California. The deal adds approximately $551 million in AUM and brings OG Private Wealth’s planning-first advisory model for entrepreneurs, business owners, and affluent families onto MAI’s platform. Terms were not disclosed, and OG Private Wealth joined MAI effective August 14, 2026.
- Buyers
- MAI Capital Management
- Targets
- OG Private Wealth
- Sellers
- Ryan O'Donnell, Mike O'Donnell
- Industry
- Wealth Management
- Location
- California, United States
- Transaction Type
- Buyout
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