TA Associates Acquires Wealth Enhancement Group from Lightyear Capital

Wealth Enhancement Group Acquires 10-15 Associates

October 8, 2020

Financial Services

Wealth Enhancement Group, a Minneapolis-based independent wealth management firm overseeing approximately $20.3 billion in client assets, announced the acquisition of 10-15 Associates, an independent RIA headquartered in Goshen, New York with about $923 million in client assets. The deal expands Wealth Enhancement Group’s footprint in the New York / Tri-State region and brings additional advisory talent and offices to its national wealth management platform.

Onex Partners V Makes Equity Investment in Wealth Enhancement Group

October 1, 2021

Financial Services

Onex Partners V, together with certain co-investors including Onex Corporation, completed an equity investment in Wealth Enhancement Group (WEG), joining existing investor TA Associates as equal capital partners. The transaction (Onex's share ~US$250 million) will support WEG's next stage of organic growth and M&A expansion while the firm remains privately held under its existing management team.

Wealth Enhancement Acquires the Capstone Team from Capstone Wealth Advisors, LLC

February 6, 2025

Wealth Management

Wealth Enhancement, a national independent wealth management firm, has welcomed the Capstone Team from Capstone Wealth Advisors, LLC — a team of six advisors and five support staff overseeing approximately $618 million in client assets. The move expands Wealth Enhancement’s presence in the Pacific Northwest and increases its total client assets to more than $102.7 billion.

Wealth Enhancement Group Acquires Asset Management Resources, LLC

December 19, 2023

Financial Services

Wealth Enhancement Group, a national independent wealth management firm, has acquired Asset Management Resources, LLC, an independent RIA led by J. Christopher Boyd based in Hyannis, Massachusetts. The acquired team brings approximately $236 million in assets under management and will expand Wealth Enhancement Group's presence in Massachusetts to four offices.

Wealth Enhancement Group Acquires Hoover Financial Advisors

June 3, 2021

Wealth Management

Wealth Enhancement Group, a TA Associates-backed independent wealth management firm, has acquired Hoover Financial Advisors, a Malvern, Pennsylvania-based RIA with $1.46 billion in total client assets. The deal brings HFA's 26-person team onto Wealth Enhancement Group's platform as the firm continues an acquisition-focused growth strategy to expand its Northeast U.S. footprint and enhance centralized back-office and technology capabilities.

Wealth Enhancement Group Acquires Levy Wealth Management Group, LLC

September 5, 2024

Financial Services

Wealth Enhancement Group, a national independent wealth management firm, has acquired Levy Wealth Management Group, LLC, a Philadelphia-based hybrid RIA that oversees more than $1.3 billion in client assets. The Levy team will operate as the Levy‑Clatterbuck‑Robostello Team at Wealth Enhancement Group, expanding WEG's presence in Pennsylvania and increasing its total client assets to over $90.5 billion.