Wealth Enhancement Group Acquires Rock House Financial
July 11, 2024
Wealth Enhancement Group has acquired Rock House Financial, an independent RIA based in Farmington, Utah that manages over $272 million in client assets. The deal gives Wealth Enhancement Group its first presence in Utah and expands its footprint across the Mountain West while Rock House Financial's advisors gain access to centralized services including IT, compliance, legal, security, and marketing.
- Buyers
- Wealth Enhancement Group
- Targets
- Rock House Financial
- Industry
- Wealth Management
- Location
- Utah, United States
- Transaction Type
- Buyout
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