Wealthspire Advisors Acquires Walden Wealth Partners
May 18, 2024
Wealthspire Advisors, an independent registered investment advisor, has entered an agreement to acquire Walden Wealth Partners, a registered investment advisor firm in the Cleveland metro area (Beachwood, Ohio). The deal adds roughly $420 million in assets under management and expands Wealthspire’s presence in the Midwest by adding a location in the Cleveland metro area.
- Buyers
- Wealthspire Advisors
- Targets
- Walden Wealth Partners
- Industry
- Wealth Management
- Location
- Ohio, United States
- Transaction Type
- Buyout
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