Tracked deals
67
67 tracked deals across 2020-2026.
Operating Company
Financial Services
Wealth Enhancement Group
Plymouth, MN, United States
Wealth Enhancement Group is a national wealth management firm delivering comprehensive financial guidance using the Roundtable™ specialist-based wealth management model and the UniFi™ process. Advisory services are offered through Wealth Enhancement Advisory Services, LLC.
- Focus Areas
- Wealth management, Registered Investment Advisor (RIA)
- Website
- www.wealthenhancement.com
Recent pace
21
21 tracked deals announced in the last 12 months.
Deal mix
Buyout
59 buyout · 7 addon · 1 divestiture
Wealth Enhancement Group Acquisition Volume by Year
Last 7 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
Showing the 12 most recent of 67 tracked deals for Wealth Enhancement Group.
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- Buyer
- Wealth Enhancement
- Target
- Servo Wealth Management
- Industry
- Wealth Management
- Location
- Oklahoma, United States
- Type
- Buyout
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.
-
- Buyer
- Wealth Enhancement
- Target
- Weinand Financial
- Industry
- Wealth Management
- Location
- Washington, United States
- Type
- Buyout
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.
-
- Buyer
- Wealth Enhancement
- Target
- Cloud Investments, LLC (investment advisory business)
- Industry
- Financial Services
- Location
- Alabama, United States
- Type
- Addon
Wealth Enhancement has agreed to acquire the investment advisory business of Cloud Investments, an independent registered investment adviser managing more than $462 million in client assets. The deal is expected to close on July 31, 2026 and will mark Wealth Enhancement’s first location in Alabama while expanding its retirement planning and investment advisory presence in northern Alabama.
-
- Buyer
- Wealth Enhancement
- Target
- Miramar Capital
- Industry
- Wealth Management
- Location
- Illinois, United States
- Type
- Buyout
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.
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July 17, 2026
- Buyer
- Wealth Enhancement
- Target
- Trippon Wealth Management Group, J.M. Trippon & Company PC CPAs
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Wealth Enhancement, an independent wealth management firm, acquired Trippon Wealth Management Group and its affiliated tax practice, J.M. Trippon & Company PC CPAs, both based in Houston, Texas. The acquisition closed on July 15, 2026 and adds a combined team managing more than $299 million in client assets.
-
- Buyer
- Wealth Enhancement
- Target
- WealthShield Partners, Madison Oaks Wealth Partners
- Industry
- Financial Services
- Location
- North Carolina, United States
- Type
- Buyout
Wealth Enhancement, a national independent wealth management firm, acquired the investment advisory business of Raleigh-area WealthShield Partners and its affiliated wealth management practice, Madison Oaks Wealth Partners. The two firms managed more than $993 million in client assets and joined Wealth Enhancement as the Emerald Team and Madison Oaks Team, respectively.
-
- Buyer
- Wealth Enhancement
- Target
- Kaminsky-Silverman Group of Shufro Rose
- Industry
- Wealth Management
- Location
- New York, United States
- Type
- Buyout
Wealth Enhancement, a national independent wealth management firm, announced it will acquire the Kaminsky-Silverman Group of Shufro Rose in New York City. The team manages more than $554 million in client assets and provides financial planning, investment management, retirement strategies, and tax and estate planning coordination.
-
- Buyer
- Wealth Enhancement
- Target
- Shufro-Glass Group of Shufro Rose
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Buyout
Wealth Enhancement announced it will acquire the Shufro-Glass Group of Shufro Rose, a New York-based advisory team managing over $760 million in client assets. The deal is expected to close in August 2026, at which point advisors Gregory D. Shufro and Steven J. Glass will become equity holders of Wealth Enhancement.
-
- Buyer
- Wealth Enhancement
- Target
- Sherpa Wealth Strategies
- Industry
- Wealth Management
- Location
- Oregon, United States
- Type
- Buyout
Wealth Enhancement, an independent wealth management firm, acquired Sherpa Wealth Strategies, a hybrid RIA based in Bend, Oregon, managing over $108 million in client assets. The acquisition closed on April 30, 2026, expanding Wealth Enhancement’s platform through an adviser-led team and its planning-centered approach.
-
- Buyer
- Wealth Enhancement
- Target
- Lake Tahoe Wealth Management
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
Wealth Enhancement, a national independent wealth management firm, acquired Lake Tahoe Wealth Management, an independent RIA with more than $318 million in client assets. The acquisition closed on April 30, 2026 and is intended to integrate Lake Tahoe’s lifecycle wealth planning capabilities with Wealth Enhancement’s technology and platform resources.
-
April 15, 2026
- Buyer
- Wealth Enhancement
- Target
- FullCircle Wealth
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Buyout
Wealth Enhancement, a national independent wealth management firm, acquired FullCircle Wealth, an independent registered investment advisor (RIA) based in Dallas, Texas, managing more than $268 million in client assets. The acquisition closed on April 15, 2026 and expands Wealth Enhancement’s footprint in key growth markets such as Dallas.
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March 31, 2026
- Buyer
- Wealth Enhancement
- Target
- Parros Financial Group
- Industry
- Wealth Management
- Location
- Michigan, United States
- Type
- Buyout
Wealth Enhancement, an independent wealth management firm, acquired Parros Financial Group, a hybrid RIA based in Ann Arbor, Michigan, managing over $118 million in client assets. The acquisition closed on March 31, 2026 and Wealth Enhancement said it would mark the firm’s first Ann Arbor location while expanding its platform resources for future growth.
Related Acquisition Pages
Financial Services Buyers & Acquisitions
36 tracked deals by Wealth Enhancement Group.
Wealth Management Buyers & Acquisitions
31 tracked deals by Wealth Enhancement Group.
Acquisitions in California
9 tracked deals by Wealth Enhancement Group.
Acquisitions in New York
7 tracked deals by Wealth Enhancement Group.
Acquisitions in Florida
5 tracked deals by Wealth Enhancement Group.
Acquisitions in Texas
5 tracked deals by Wealth Enhancement Group.
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