Wealth Enhancement Acquires Wise Wealth
October 31, 2025
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.
- Buyers
- Wealth Enhancement
- Targets
- Wise Wealth
- Industry
- Wealth Management
- Location
- Missouri, United States
- Transaction Type
- Buyout
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