Wealth Partners Capital Group - M&A Summary and Business Overview

Financial ServicesCompany

Wealth Partners Capital Group M&A Summary

Wealth Partners Capital Group has acquired 1 company, including 1 in the last 5 years.

Wealth Partners Capital Group has acquired in 1 US state. The Company’s most targeted sectors include financial services (100%).

Wealth Partners Capital Group Business Overview

Where is Wealth Partners Capital Group headquartered?

Wealth Partners Capital Group is headquartered in Palm Beach, Florida.

What sector is Wealth Partners Capital Group in?

Wealth Partners Capital Group is a financial services company.

When was Wealth Partners Capital Group founded?

Wealth Partners Capital Group was founded in 2017.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1

Wealth Partners Capital Group

Wealth Partners Capital Group LLC

230 Royal Palm Way Suite 201,
Palm Beach, Florida 33480
United States,
www.wealthpcg.com

Wealth Partners Capital Group is a financial services holding company, which invests in and partners with select leading wealth management firms. WPCG assists its partner firms by identifying and integrating like-minded registered investment advisers and financial advisors who are seeking access to expanded business capabilities, strategic growth, and customized transition solutions. Wealth Partners Capital Group was founded in 2017 and is based in Palm Beach, Florida.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # - - - 1 - - 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
WA Asset Management LLC 2022-07-06 - Add-on Acquisition
Birmingham, Alabama · www.waasset.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 1 (100%) - - -
Total 1 - - -

By Geo

State/Country Buy Value Sell Value
United States 1 - - -
  Alabama 1 - - -
Total 1 - - -

Company Summary

SECTOR

Financial Services

Established

2017

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Florida Companies , Financial Services Companies , United States Companies , Florida Financial Services Companies , Florida Financial Services with Acquisitions , Florida Financial Services with Divestitures

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