Mission Wealth Acquires Stonepath Wealth Management
October 1, 2024
Mission Wealth Management, LP has merged with Stonepath Wealth Management LLC, bringing Stonepath founder Cray J. Coppins III into Mission Wealth as its 38th equity partner. The deal expands Mission Wealth’s Midwest/Greater Chicago presence (an office in the Highland Park area is planned) and strengthens advisory capacity for clients in Illinois; Mission Wealth manages roughly $9.1 billion in client assets.
- Targets
- Stonepath Wealth Management LLC
- Industry
- Financial Services
- Location
- Illinois, United States
- Transaction Type
- Buyout
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