Perigon Wealth Management Acquires Prudeo Partners
February 14, 2024
Perigon Wealth Management acquired Prudeo Partners, a wealth management firm with offices in Reading, Pennsylvania and West Columbia, South Carolina, adding approximately $425 million in client assets to Perigon's platform. Terms were not disclosed; several Prudeo advisors and staff will join Perigon as partners and advisors, expanding Perigon's advisor-led footprint and AUM.
- Targets
- Prudeo Partners
- Industry
- Financial Services
- Location
- South Carolina, United States
- Transaction Type
- Addon
Explore More
Build a buyer list for your deal
Find active buyers from recent acquisition patterns and move straight into outreach.