Wealthspire Advisors Acquires Sage Financial Advisors
November 29, 2022
Wealthspire Advisors LLC (an NFP company) signed an agreement to acquire Sage Financial Advisors, Inc., a Nevada-based registered investment advisor that manages approximately $194 million in assets and maintains an office in Reno. The deal expands Wealthspire’s presence in the western U.S.; the transaction is expected to close in Q4 2022, subject to customary approvals.
- Targets
- Sage Financial Advisors, Inc.
- Industry
- Wealth Management
- Location
- Nevada, United States
- Transaction Type
- Buyout
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