VisionPoint Advisory Group and Navitas Wealth Advisors Merge to Form Balefire
January 1, 2025
VisionPoint Advisory Group and Navitas Wealth Advisors have merged to form Balefire, an SEC-registered wealth management firm overseeing approximately $3.7 billion in combined AUM. The new Dallas-based entity unites over 60 professionals to offer integrated wealth management, strategic tax planning, and corporate solutions, positioning the platform for accelerated organic and M&A-driven growth.
- Buyers
- Balefire
- Targets
- VisionPoint Advisory Group, Navitas Wealth Advisors
- Industry
- Financial Services
- Location
- Texas, United States
- Transaction Type
- Buyout
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