Waverly Advisors Acquires 9258 Wealth Management
October 18, 2024
Waverly Advisors, a Birmingham-based RIA backed by Wealth Partners Capital Group and HGGC's Aspire Holdings, acquired 9258 Wealth Management, a Cincinnati-based investment advisory and tax preparation firm. The deal adds three Ohio offices and approximately $1.0 billion in AUM, brings a team of 24 professionals to Waverly, and closed on October 18, 2024, increasing Waverly's AUM to about $14.4 billion.
- Buyers
- Waverly Advisors, LLC
- Targets
- 9258 Wealth Management, LLC
- Sellers
- Walt Lunsford
- Platforms
- Waverly Advisors, LLC
- Industry
- Wealth Management
- Location
- Ohio, United States
- Transaction Type
- Addon
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