Savant Wealth Management Acquires FirstWave Financial
January 3, 2024
Savant Wealth Management has acquired FirstWave Financial, an independent RIA with $440 million AUM based in Satellite Beach, Florida. The deal closed Dec. 31, 2023, as part of FirstWave's succession plan and expands Savant's national footprint into Florida.
- Buyers
- Savant Wealth Management
- Targets
- FirstWave Financial
- Industry
- Wealth Management
- Location
- Florida, United States
- Transaction Type
- Buyout
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