Sequoia Financial Group Acquires Cirrus Wealth Management
July 31, 2023
Sequoia Financial Group, an Akron-based SEC-registered wealth manager with nearly $16 billion in AUM, has agreed to acquire Cleveland-based Cirrus Wealth Management. The transaction, intended to support Cirrus's succession plan and expand Sequoia's advisor platform and client services, is expected to close on July 31, 2023; financial terms were not disclosed.
- Buyers
- Sequoia Financial Group, LLC
- Targets
- Cirrus Wealth Management
- Industry
- Financial Services
- Location
- Ohio, United States
- Transaction Type
- Buyout
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