Wealth Enhancement Acquires Lake Tahoe Wealth Management
May 5, 2026
Wealth Enhancement, a national independent wealth management firm, acquired Lake Tahoe Wealth Management, an independent RIA with more than $318 million in client assets. The acquisition closed on April 30, 2026 and is intended to integrate Lake Tahoe’s lifecycle wealth planning capabilities with Wealth Enhancement’s technology and platform resources.
- Buyers
- Wealth Enhancement
- Targets
- Lake Tahoe Wealth Management
- Industry
- Financial Services
- Location
- United States
- Transaction Type
- Buyout
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