Wealth Enhancement Acquires the Capstone Team from Capstone Wealth Advisors, LLC
February 6, 2025
Wealth Enhancement, a national independent wealth management firm, has welcomed the Capstone Team from Capstone Wealth Advisors, LLC — a team of six advisors and five support staff overseeing approximately $618 million in client assets. The move expands Wealth Enhancement’s presence in the Pacific Northwest and increases its total client assets to more than $102.7 billion.
- Buyers
- Wealth Enhancement
- Targets
- Capstone Team (Capstone Wealth Advisors, LLC)
- Sellers
- Capstone Wealth Advisors, LLC
- Industry
- Wealth Management
- Location
- Oregon, United States
- Transaction Type
- Buyout
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