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Yahoo Finance4mon
Wealth Enhancement Announces Acquisition of Danison & Associates, Inc., an Independent RIA with Over $82 Million in Client Assets
This partnership marks Wealth Enhancement's fourth location in Ohio and brings the firm's total client assets to more than $103 billion. Jeff Dekko, Chief Executive Officer of Wealth Enhancement ...
The Victoria Advocate2mon
Wealth Enhancement Announces Acquisition of XO Wealth Management, an Independent RIA with Over $516 Million in Client Assets
This partnership marks Wealth Enhancement's 11 th location in Texas and brings the firm's total client assets to more than $107.5 billion. Jeff Dekko, Chief Executive Officer of Wealth ...
Business Insider3y
Wealth Enhancement Group Announces Acquisition of Los Angeles-Based Oakwood Capital Management, an Independent RIA with $1.04 Billion in Client Assets
MINNEAPOLIS, July 8, 2021 /PRNewswire/ -- Wealth Enhancement Group, an independent wealth management firm, today announced that it has acquired Oakwood Capital Management, a Los Angeles-based ...
Yahoo Finance2mon
Wealth Enhancement to Join Forces with Marcum Wealth, an Independent RIA with Over $4.3 Billion in Client Assets
MINNEAPOLIS, March 26, 2025 /PRNewswire/ -- Wealth Enhancement, a national independent wealth management firm dedicated to enriching clients' lives, has announced that it will join forces with ...
Business Insider5y
Wealth Enhancement Group Announces Acquisition of JOYN Advisors as Firm Expands National Growth Trajectory
MINNEAPOLIS, Feb. 21, 2020 /PRNewswire/ -- Wealth Enhancement Group, an independent wealth management firm that oversees $17 billion in client assets*, today announced its acquisition of JOYN ...
Financial Advisor2mon
Wealth Enhancement Acquires $581M AUM RIA Unit In North Dakota
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 ...
The Victoria Advocate4mon
Wealth Enhancement Announces Acquisition of VanceGray Wealth Management, Inc., an Independent RIA with Over $409 Million in Client Assets
This partnership marks Wealth Enhancement's first location in Maine and brings the firm's total client assets to more than $102.1 billion. Jeff Dekko, Chief Executive Officer of Wealth Enhancement ...