Wealth Enhancement Group Acquires Levy Wealth Management Group, LLC

Wealth Enhancement Group Acquires Wealth Management Group, LLC (Rochester, NY)

November 16, 2023

Wealth Management

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.

Wealth Enhancement Group Acquires Asset Management Resources, LLC

December 19, 2023

Financial Services

Wealth Enhancement Group, a national independent wealth management firm, has acquired Asset Management Resources, LLC, an independent RIA led by J. Christopher Boyd based in Hyannis, Massachusetts. The acquired team brings approximately $236 million in assets under management and will expand Wealth Enhancement Group's presence in Massachusetts to four offices.

Wealth Enhancement Group Acquires 10-15 Associates

October 8, 2020

Financial Services

Wealth Enhancement Group, a Minneapolis-based independent wealth management firm overseeing approximately $20.3 billion in client assets, announced the acquisition of 10-15 Associates, an independent RIA headquartered in Goshen, New York with about $923 million in client assets. The deal expands Wealth Enhancement Group’s footprint in the New York / Tri-State region and brings additional advisory talent and offices to its national wealth management platform.

Wealth Enhancement Group Acquires Retirement Advisory Group

November 8, 2023

Financial Services

Wealth Enhancement Group, a national independent wealth management firm, announced the acquisition of Retirement Advisory Group, a hybrid RIA based in Eden Prairie, Minnesota, bringing roughly $150 million in client assets and a five-person team into Wealth Enhancement's platform. The deal expands Wealth Enhancement Group's Twin Cities presence and increases its assets under management.

Wealth Enhancement Group Acquires Piermont Wealth Management Inc.

March 28, 2024

Financial Services

Wealth Enhancement Group announced the acquisition of Piermont Wealth Management Inc., an independent RIA with approximately $226 million in client assets. The deal expands Wealth Enhancement Group’s presence in Florida (its 12th Florida office) and increases the firm’s total client assets to more than $79 billion.

Wealth Enhancement Group Acquires Oakwood Capital Management

June 30, 2021

Wealth Management

Wealth Enhancement Group (WEG) has acquired Oakwood Capital Management, a Los Angeles-based independent RIA with $1.04 billion in client assets. Oakwood (14 employees, five advisors) will operate as the Oakwood Team at Wealth Enhancement Group, with founder Bruce Mandel serving as Managing Director; the deal closed June 30, 2021 and financial terms were not disclosed.