Savant Wealth Management Acquires World Trend Financial and Terry Lockridge & Dunn
October 4, 2022
Savant Wealth Management acquired Iowa-based World Trend Financial (an RIA with $730 million AUM) and accounting/tax firm Terry Lockridge & Dunn, both based in Cedar Rapids with offices in Iowa City. The deals add 37 employees (including 13 new member-owners) and expand Savant's Midwest presence while strengthening its tax and consulting capabilities.
- Buyers
- Savant Wealth Management
- Targets
- World Trend Financial, Terry Lockridge & Dunn
- Industry
- Financial Services
- Location
- Iowa, United States
- Transaction Type
- Buyout
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