Wealth Enhancement Group Acquires Levy Wealth Management Group, LLC
September 5, 2024
Wealth Enhancement Group, a national independent wealth management firm, has acquired Levy Wealth Management Group, LLC, a Philadelphia-based hybrid RIA that oversees more than $1.3 billion in client assets. The Levy team will operate as the Levy‑Clatterbuck‑Robostello Team at Wealth Enhancement Group, expanding WEG's presence in Pennsylvania and increasing its total client assets to over $90.5 billion.
- Buyers
- Wealth Enhancement Group
- Targets
- Levy Wealth Management Group, LLC
- Industry
- Financial Services
- Location
- Pennsylvania, United States
- Transaction Type
- Buyout
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