Financial services Wealth Enhancement Group Adds Foundational Wealth AdvisoryFoundational Wealth Advisory is a hybrid registered investment advisor (RIA) in Macon, Ga. December 28, 2023
Great Hill Partners Adds John WernzWernz will work with Great Hill to identify and pursue investment opportunities within the wealth management and wealth technology industries. June 27, 2023
Financial services Wealth Enhancement Acquires Bohmer KilcoyneBohmer Kilcoyne Wealth Management is a Cincinnati-based RIA that oversees over $677 million in client assets. September 30, 2022
Financial services RIA M&A presents a $5T Opportunity for Cash-Rich DealmakersRegulatory changes have made the RIA fiduciary model more attractive for clients and advisors. August 30, 2022
Financial services Wealth Enhancement Group Buys Titus WealthThis partnership furthers Wealth Enhancement Group's growth strategy in key markets. July 14, 2022
Other Sectors After baker’s dozen of acquisitions, hybrid RIA gets new PE backerLightyear Capital sold its majority stake in Wealth Enhancement Group to another wealth management industry entrant. July 31, 2019