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This Week in Wealth Management M&A

Earlier in the week, Wealth Enhancement Group agreed to purchase Pillar Pacifica Capital Management, a San Marino, Calif.-based firm with $1.6 billion in AUM. WEG’s AUM will increase to $30.2 billion once the deal closes.
Creative Planning, an RIA consolidator with $76 billion in AUM picked up a new business line and client service: Business valuations. The firm, Castle Wealth Advisors, offers wealth management and business valuations for business owner clients looking to sell. Castle manages $320 million in AUM.
Below are more mergers, acquisitions and advisor moves you may have missed the week of April 26, 2021.
Steward Partners Closes on Umpqua Investments Acquisition ....

San Marino , United States , Newport Beach , New South Wales , North Point , Janna Devine , Dennis Durocher , Phil Battin , Stefan Max Oglevee , Kelly Milligan , Aliso Viejo , Fargo Finet , Rob Lindell , Gavin Kelly , Chad Taylor , Mike Berry , Stefan Oglevee , Justin Medeiros , Amy Roberts , Sharon Kelly , Steward Partners Investment Solutions , Umpqua Holding Corporation , Merrill Lynch , Prospera Financial Services Adds Team , Woodburry Financial Service , Northpoint Financial Group ,

This Week in Wealth Management M&A: April 26, 2021

This Week in Wealth Management M&A: April 26, 2021
wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.

San Marino , United States , Newport Beach , New South Wales , North Point , Janna Devine , Dennis Durocher , Phil Battin , Stefan Max Oglevee , Kelly Milligan , Aliso Viejo , Fargo Finet , Rob Lindell , Gavin Kelly , Chad Taylor , Mike Berry , Stefan Oglevee , Justin Medeiros , Amy Roberts , Sharon Kelly , Steward Partners Investment Solutions , Umpqua Holding Corporation , Merrill Lynch , Prospera Financial Services Adds Team , Woodburry Financial Service , Northpoint Financial Group ,