M&A Deal Summary

EP Wealth Advisors Acquires Wacker Wealth Partners

On April 2, 2024, EP Wealth Advisors acquired financial services company Wacker Wealth Partners

Acquisition Highlights
  • This is EP Wealth Advisors’ 8th transaction in the Financial Services sector.
  • This is EP Wealth Advisors’ 16th transaction in the United States.
  • This is EP Wealth Advisors’ 8th transaction in California.

M&A Deal Summary
Date 2024-04-02
Target Wacker Wealth Partners
Sector Financial Services
Buyer(s) EP Wealth Advisors
Deal Type Add-on Acquisition
Advisor(s) DeVoe & Company (Financial)

Target

Wacker Wealth Partners

San Luis Obispo, California, United States
website
Wacker Wealth Partners provides fee-only financial planning and investment management services. As a commission-free firm, Wacker Wealth Partners were providing a unique form of financial services back then and one that is still too rare today. Wacker Wealth Partners was founded in 1988 and is based in San Luis Obispo, California.

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Buyer(S) 1

Buyer

EP Wealth Advisors

Torrance, California, United States

website

Category Company
Founded 2004
Sector Business Services
DESCRIPTION

EP Wealth Advisors is a fee-only registered investment adviser and financial planning firm manages more than $4 billion in AUM as of March 31, 2019, and provides client-centric financial planning and investment management services to individuals and businesses. EP Wealth Advisors was founded in 2004 and is based in Torrance, California.

DEAL STATS #
Overall 16 of 16
Sector (Financial Services) 8 of 8
Type (Add-on Acquisition) 16 of 16
State (California) 8 of 8
Country (United States) 16 of 16
Year (2024) 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-02-06 Parker Advisory Group

Saint George, Utah, United States

Parker Advisory Group provides financial planning and investment advisory services to clients primarily in the Utah and Nevada regions. Parker Advisory Group is based in Saint George, Utah.

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