Maridea Wealth Management Acquires Pinnacle Wealth Management
July 18, 2025
Maridea Wealth Management has acquired Pinnacle Wealth Management, a Chicago-based advisory firm led by veteran advisor Brian Sheehy. Pinnacle will move from LPL Financial to Maridea's independent RIA platform, strengthening Maridea's Midwest presence and expanding its advisor and client capabilities; Green Sail Capital Partners served as exclusive sell-side advisor.
- Buyers
- Maridea Wealth Management
- Targets
- Pinnacle Wealth Management
- Industry
- Financial Services
- Location
- Illinois, United States
- Transaction Type
- Buyout
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