Wealth Enhancement Group Acquires Serafini Financial Group
August 5, 2021
Wealth Enhancement Group, a Greater Minneapolis-based independent wealth management firm, has acquired Serafini Financial Group, a hybrid RIA based in Hagerstown, Maryland with 12 employees, four financial advisors and $853 million in client assets. The deal expands Wealth Enhancement Group's presence in the Mid-Atlantic and increases its total client assets to over $39 billion.
- Buyers
- Wealth Enhancement Group
- Targets
- Serafini Financial Group
- Industry
- Financial Services
- Location
- Maryland, United States
- Transaction Type
- Buyout
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