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%).
230 Royal Palm Way Suite 201,
Palm Beach, Florida
33480
United States,
www.wealthpcg.com
| Date | Target |
Value
$mlns |
Transaction Type | Acquirer | Seller |
SRC
Link |
|---|---|---|---|---|---|---|
| 2022-07-06 |
WA Asset Management · Financial Services
Birmingham, Alabama · www.waasset.com WA Asset Management is an investment adviser that serves the investment management and wealth planning needs of a diverse group of clients, including high-net-worth individuals and families, corporate retirement plans, trusts, endowments, and institutions. WA Asset Management was founded in 1999 and is based in Birmingham, Alabama. |
- | Add-on Acquisition | - |
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