Wealth Enhancement to Acquire Cloud Investments’ Investment Advisory Business

Wealth Enhancement Acquires Arbor Capital Management Investment Advisory Business

September 3, 2026

Financial Services

Wealth Enhancement acquired the investment advisory business of Arbor Capital Management, an independent RIA with offices in Anchorage and Fairbanks, Alaska. The deal establishes Wealth Enhancement’s first Alaska location and adds a team managing more than $345 million in client assets, with the transaction closing on August 31, 2026.

Wealth Enhancement Acquires Servo Wealth Management Investment Advisory Business

August 20, 2026

Wealth Management

Wealth Enhancement announced it acquired the investment advisory business of Servo Wealth Management, an independent RIA based in Oklahoma City, Oklahoma. The deal provides Wealth Enhancement with an additional independent wealth management team and brings Servo’s client assets of over $210 million into its platform; the acquisition closed on August 15, 2026.

Wealth Enhancement Acquires Weinand Financial Investment Advisory Business

August 18, 2026

Wealth Management

Wealth Enhancement, an independent wealth management firm, acquired the investment advisory business of Weinand Financial, an independent RIA in Olympia, Washington. The acquisition adds a team of one advisor and four support professionals managing more than $644 million in client assets. The deal closed on August 15, 2026.

Wealth Enhancement Acquires Miramar Capital Investment Advisory Business

July 31, 2026

Wealth Management

Wealth Enhancement, an independent wealth management firm, acquired the investment advisory business of Miramar Capital, an independent RIA based in Northbrook, Illinois. The transaction closed on July 31, 2026, adding more than $592 million in client assets managed by Miramar Capital to Wealth Enhancement’s platform.

Wealth Enhancement Acquires Guidance Wealth (Elkhart, IN)

November 6, 2025

Wealth Management

Wealth Enhancement has acquired Guidance Wealth, an independent registered investment advisor based in Elkhart, Indiana that oversees approximately $165 million in client assets. The acquisition closed on October 31, 2025 and increases Wealth Enhancement's total client assets to more than $125.1 billion while bringing the Guidance Wealth advisory team onto Wealth Enhancement's national platform.

Wealth Enhancement Acquires Northwest Investment Counselors, LLC

December 31, 2024

Wealth Management

Wealth Enhancement, a national independent wealth management firm with $102.1 billion in client assets, has acquired Northwest Investment Counselors, an independent RIA based in Lake Oswego, Oregon that manages about $673 million in client assets. The transaction, which closed December 31, 2024, expands Wealth Enhancement's presence in the Pacific Northwest and augments its advisory bench and service capabilities.