Wealth Enhancement Acquires Miramar Capital Investment Advisory Business

Wealth Enhancement Acquires Arbor Capital Management Investment Advisory Business

September 3, 2026

Financial Services

Wealth Enhancement acquired the investment advisory business of Arbor Capital Management, an independent RIA with offices in Anchorage and Fairbanks, Alaska. The deal establishes Wealth Enhancement’s first Alaska location and adds a team managing more than $345 million in client assets, with the transaction closing on August 31, 2026.

Wealth Enhancement Acquires Servo Wealth Management Investment Advisory Business

August 20, 2026

Wealth Management

Wealth Enhancement announced it acquired the investment advisory business of Servo Wealth Management, an independent RIA based in Oklahoma City, Oklahoma. The deal provides Wealth Enhancement with an additional independent wealth management team and brings Servo’s client assets of over $210 million into its platform; the acquisition closed on August 15, 2026.

Wealth Enhancement to Acquire Cloud Investments’ Investment Advisory Business

August 2, 2026

Financial Services

Wealth Enhancement has agreed to acquire the investment advisory business of Cloud Investments, an independent registered investment adviser managing more than $462 million in client assets. The deal is expected to close on July 31, 2026 and will mark Wealth Enhancement’s first location in Alabama while expanding its retirement planning and investment advisory presence in northern Alabama.

Wealth Enhancement Acquires Manwaring Wealth Management

July 31, 2025

Wealth Management

Wealth Enhancement, a national independent wealth management firm, has acquired Manwaring Wealth Management, an independent RIA based in Gilbert, Arizona. The deal adds a four-person team overseeing approximately $164 million in client assets and expands Wealth Enhancement’s presence in the greater Phoenix market.

Wealth Enhancement Group Acquires M&R Capital Management, Inc.

November 7, 2024

Financial Services

Wealth Enhancement Group has acquired M&R Capital Management, an independent RIA based in Summit, New Jersey that manages over $536 million in client assets. The three-advisor team (plus three support staff) will join Wealth Enhancement Group to access its centralized services and expand the firm's presence in New Jersey.

Wealth Enhancement Group Acquires Integra Capital Advisors

March 31, 2022

Financial Services

Wealth Enhancement Group, a Minneapolis-based independent wealth management firm, announced the acquisition of Integra Capital Advisors, a Florida-based independent RIA overseeing $287 million in client assets. The deal (terms undisclosed) adds Integra’s two Florida offices and advisory team to Wealth Enhancement Group’s platform and closed on March 31, 2022.