Wealth Enhancement Group Acquires Wealth Management Group, LLC (Rochester, NY)
November 16, 2023
Wealth Enhancement Group, a Minneapolis-based independent wealth management firm, has acquired Wealth Management Group, LLC, a hybrid RIA in Rochester, New York, bringing approximately $117 million in client assets. The acquisition adds another western New York office to Wealth Enhancement Group’s network and is intended to expand local presence and provide Wealth Management Group’s clients access to broader resources and services.
- Buyers
- Wealth Enhancement Group
- Targets
- Wealth Management Group, LLC
- Industry
- Wealth Management
- Location
- New York, United States
- Transaction Type
- Buyout
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