Osaic Acquires Majority Stake in Innovative Wealth Team ($700M AUM)
July 23, 2025
Osaic, Inc. acquired a majority interest in Innovative Wealth Team, a Nashville-based advisor succession and wealth management practice that manages approximately $700 million in assets. The deal expands Osaic's supported independence offering by adding turnkey succession and continuity solutions for advisors nearing retirement.
- Buyers
- Osaic, Inc.
- Targets
- Innovative Wealth Team
- Platforms
- Osaic, Inc.
- Industry
- Wealth Management
- Location
- Tennessee, United States
- Transaction Type
- Addon
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