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
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