Wealth Enhancement Acquires Northwest Investment Counselors, LLC
December 31, 2024
Wealth Enhancement, a national independent wealth management firm with $102.1 billion in client assets, has acquired Northwest Investment Counselors, an independent RIA based in Lake Oswego, Oregon that manages about $673 million in client assets. The transaction, which closed December 31, 2024, expands Wealth Enhancement's presence in the Pacific Northwest and augments its advisory bench and service capabilities.
- Buyers
- Wealth Enhancement
- Targets
- Northwest Investment Counselors, LLC
- Industry
- Wealth Management
- Location
- Oregon, United States
- Transaction Type
- Buyout
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