Minneapolis giant Wealth Enhancement Group today announced the acquisition of Levy Wealth Management Group LLC, a Philadelphia-based hybrid registered investment advisor with more than $1.3 billion in ...

Minneapolis-based Wealth Enhancement Group, the registered investment advisory bought by private equity firm Lightyear Capital last April, has acquired HHG & Company, a Darien, Conn.-based RIA with $1 ...

Wealth Enhancement Group, a Minneapolis-based independent wealth manager and RIA acquirer, has purchased the wealth services division of First International Bank & Trust in Watford City, N.D., which ...

Tax preparation services offered through Wealth Enhancement Tax & Consulting Services, LLC, a wholly owned subsidiary of Wealth Enhancement Group®. Wealth Enhancement and its Registered Investment ...

Wealth Enhancement is reinforcing its reputation as one of the most active dealmakers in the RIA space as it welcomes its first-ever partner in Louisiana. The firm announced Monday that it has agreed ...

A few years ago, Jeff Dekko was at an M&A conference when he made a startling admission: his firm Wealth Enhancement Group, an independent wealth management firm that oversees $11.8 billion in client ...

Osaic acquires $1.1B Veater Financial Group; Wealth Enhancement Group buys $476M hybrid RIA; Mercer Advisors expands in Idaho with McConnell Financial Advisors; and more. Osaic Inc. announced the ...

Wealth Enhancement Group, a private equity-backed national wealth management firm headquartered in Minneapolis, is expanding its Midwest footprint and marking a foray in the Cleveland market with the ...

Live advisors available virtually, over the phone or face-to-face in some areas. You’ll need at least $25,000 to get started with Wealth Enhancement. Investors looking for a traditional, customized ...

Aggregators of registered investment advisory firms have been likened to Pac-Man, gobbling up firm after firm. But the videogame’s dot-hungry character doesn’t change, no matter how much it eats, and ...