True Path Capital Strategies Acquires Premier Wealth Strategies Branches
March 14, 2025
True Path Capital Strategies, LLC has acquired the Oregon, Washington, California and Idaho branches of Premier Wealth Strategies from retired financial professional Jon S. Rustad. The deal expands True Path's geographic footprint and client base as part of its growth strategy to serve more households with retirement and wealth management services.
- Buyers
- True Path Capital Strategies, LLC
- Targets
- Premier Wealth Strategies (Oregon, Washington, California and Idaho branches)
- Sellers
- Jon S. Rustad
- Industry
- Financial Services
- Location
- Arizona, United States
- Transaction Type
- Buyout
Explore More
Related Acquisitions
-
Creative Planning Acquires TrueWealth
September 1, 2020
Financial Services
Creative Planning Inc. has acquired Atlanta-based Registered Investment Adviser TrueWealth, which manages approximately $1.6 billion in assets. The deal expands Creative Planning's presence in Atlanta and adds TrueWealth's team of advisors and client relationships to Creative's national wealth management platform.
-
Mission Wealth Acquires RightPath Investments & Financial Planning
February 19, 2026
Wealth Management
Mission Wealth has merged with RightPath Investments & Financial Planning, a Colorado-based independent, fee-only wealth advisory firm founded by Steven R. Smith. As part of the integration Smith will join Mission Wealth as a Special Advisor and Megan Nuttelman will join as a Wealth Advisor; the deal expands Mission Wealth's footprint in Colorado and strengthens its retirement planning capabilities.
-
TRUE Capital Management Acquires FS Wealth Sports & Entertainment
April 27, 2022
Wealth Management
TRUE Capital Management, a San Francisco-based wealth management firm, has acquired Nashville boutique FS Wealth Sports & Entertainment. FS Wealth founders Bret Fincher and Chris Stout will join TRUE as Managing Directors to lead the Nashville office; MHB Advisers served as TRUE Capital's exclusive advisor on the deal.
-
Wealth Enhancement Acquires the Capstone Team from Capstone Wealth Advisors, LLC
February 6, 2025
Wealth Management
Wealth Enhancement, a national independent wealth management firm, has welcomed the Capstone Team from Capstone Wealth Advisors, LLC — a team of six advisors and five support staff overseeing approximately $618 million in client assets. The move expands Wealth Enhancement’s presence in the Pacific Northwest and increases its total client assets to more than $102.7 billion.
-
Prime Pensions Acquires Northwest Retirement Plan Consultants
June 28, 2022
Financial Services
Prime Pensions LLC, a portfolio company of Mill Point Capital, has acquired Northwest Retirement Plan Consultants, LLC (NWRPC), a Washington-based provider of retirement plan design, administration and consulting services. The acquisition expands Prime Pensions' geographic footprint in the Northwestern United States and strengthens its retirement plan administration capabilities; NWRPC's managing principals will remain with the combined business.
-
BridgePort Financial Solutions Acquires PearTree Advisory Group and Premier Wealth Advisors
January 21, 2025
Wealth Management
BridgePort Financial Solutions, a national RIA platform, acquired PearTree Advisory Group and Premier Wealth Advisors in Q4 2024, adding the two firms' combined ~$400 million in assets under advisement. The deals expand BridgePort's advisory platform and succession planning capabilities for fee-only independent advisors as part of its ongoing organic growth strategy.
Track M&A activity that matters to you
Get real-time deal alerts, build buyer lists with AI, and access our full acquisition database. Start your free trial today.