Wealth Enhancement Acquires Servo Wealth Management 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 Weinand Financial Investment Advisory Business

August 18, 2026

Wealth Management

Wealth Enhancement, an independent wealth management firm, acquired the investment advisory business of Weinand Financial, an independent RIA in Olympia, Washington. The acquisition adds a team of one advisor and four support professionals managing more than $644 million in client assets. The deal 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 Guidance Wealth (Elkhart, IN)

November 6, 2025

Wealth Management

Wealth Enhancement has acquired Guidance Wealth, an independent registered investment advisor based in Elkhart, Indiana that oversees approximately $165 million in client assets. The acquisition closed on October 31, 2025 and increases Wealth Enhancement's total client assets to more than $125.1 billion while bringing the Guidance Wealth advisory team onto Wealth Enhancement's national platform.

Wealth Enhancement Acquires Wise Wealth

October 31, 2025

Wealth Management

Wealth Enhancement, a national independent wealth management firm, acquired Wise Wealth, an independent RIA with more than $464 million in client assets and offices in Lee's Summit, Rolla and Liberty, Missouri. The transaction closed on October 31, 2025 and marked Wealth Enhancement’s 100th acquisition, bringing its total client assets to more than $125 billion.

Wealth Enhancement Acquires XO Wealth Management

March 28, 2025

Financial Services

Wealth Enhancement has acquired XO Wealth Management, an independent RIA based in Dallas, Texas, whose team of three advisors and three support staff manages over $516 million in client assets. The deal expands Wealth Enhancement's footprint in Texas to 11 locations and increases the firm's total client assets to more than $107.5 billion.