Wealth Enhancement Announces Acquisition of Sherpa Wealth Strategies, a Hybrid RIA with $108 Million in Client Assets - PR Newswire
Financial ServicesAdd-on
Wealth Enhancement→Sherpa Wealth Strategies
May 7, 2026
Wealth Enhancement — Acquisitions & M&A Deals
6 dealsTracking 6 M&A deals by Wealth Enhancement.
Wealth Enhancement Announces Acquisition of Lake Tahoe Wealth Management, an Independent RIA with $318 Million in Client Assets - The Daily Tribune News
Financial ServicesGeorgiaAdd-on
Wealth Enhancement→Lake Tahoe Wealth Management
May 5, 2026
Wealth Enhancement Announces Acquisition of FullCircle Wealth, an Independent RIA with Over $268 Million in Client Assets - PR Newswire
Financial ServicesTexasAdd-on
Wealth Enhancement→FullCircle Wealth
Apr 16, 2026
Wealth Enhancement Announces Acquisition of Parros Financial Group, a Hybrid RIA with Over $118 Million in Client Assets - PR Newswire
Financial ServicesAdd-on
Wealth Enhancement→Parros Financial Group
Apr 2, 2026
Wealth Enhancement Announces Acquisition of Advisor Team from TFB Advisors with over $1.2 Billion in Client Assets
Financial ServicesKansasAdd-on
Wealth Enhancement→TFB Advisors advisor team
Mar 5, 2026
Wealth Enhancement Announces Acquisition of The H Group and Affiliated Wealth Management Practice
Financial ServicesAdd-on
Wealth Enhancement→H Group
Mar 3, 2026