CVB Financial Corp. Announces Completion of Merger with Heritage Commerce Corp
Financial ServicesCaliforniaMerger
CVB Financial→Heritage Commerce
Apr 17, 2026
Wealth Enhancement Acquires FullCircle Wealth
Announced
Financial ServicesTexasAdd-on
Deal Overview
Wealth Enhancement is acquiring FullCircle Wealth, an independent RIA with over $268 million in client assets. The transaction is structured as an add-on acquisition within Wealth Enhancement’s wealth-management platform.
The announcement does not disclose deal consideration. FullCircle Wealth will be absorbed into Wealth Enhancement’s broader advisory operations, expanding its client-asset base through an RIA with a meaningful scale of managed relationships.
Key Details
- Transaction
- Wealth Enhancement acquires FullCircle Wealth
- Deal Size
- Over $100M
Filed under
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