Modern Wealth Management Acquires Petso Financial Consultants
October 24, 2024
Modern Wealth Management has acquired Boise-based Petso Financial Consultants, a fee-only RIA with approximately $1.4 billion in AUM and a 10-person team. The asset purchase brings Modern Wealth's total AUM to over $6 billion and expands the firm's presence into the Pacific Northwest; Petso founder David Petso joins Modern Wealth as a managing director.
- Buyers
- Modern Wealth Management
- Targets
- Petso Financial Consultants, LLC
- Industry
- Financial Services
- Location
- Idaho, United States
- Transaction Type
- Buyout
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