SageView Advisory Group Acquires Lakeview Wealth Management
December 1, 2022
SageView Advisory Group, a Newport Beach-based independent RIA backed by Aquiline Capital Partners, has agreed to acquire Lakeview Wealth Management of Deer Park, Illinois. The six-person, women-led Lakeview team will join SageView to expand the firm's presence in the Chicago-area and enhance its retirement and wealth management capabilities.
- Buyers
- SageView Advisory Group
- Targets
- Lakeview Wealth Management
- Platforms
- SageView Advisory Group
- Industry
- Financial Services
- Location
- Illinois, United States
- Transaction Type
- Addon
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