Wealth Enhancement Group Acquires Atlas Fiduciary Financial
June 18, 2024
Wealth Enhancement Group has acquired Atlas Fiduciary Financial, an independent RIA that manages roughly $219 million in client assets across two offices in Sarasota, Florida and Oakland, New Jersey. The acquisition expands Wealth Enhancement Group's presence in Florida and New Jersey and increases the firm's total client assets to approximately $85 billion.
- Buyers
- Wealth Enhancement Group
- Targets
- Atlas Fiduciary Financial
- Industry
- Financial Services
- Location
- Florida, United States
- Transaction Type
- Buyout
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