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M&A Deal Summary

Mathis Wealth Management Acquires RH Wealth Advisors

On May 1, 2024, Mathis Wealth Management acquired financial services company RH Wealth Advisors

Acquisition Highlights
  • This is Mathis Wealth Management’s 1st transaction in the Financial Services sector.
  • This is Mathis Wealth Management’s 1st transaction in the United States.
  • This is Mathis Wealth Management’s 1st transaction in California.

M&A Deal Summary
Date 2024-05-01
Target RH Wealth Advisors
Sector Financial Services
Buyer(s) Mathis Wealth Management
Deal Type Add-on Acquisition

Target

RH Wealth Advisors

Ventura, California, United States
RH Wealth Advisors is a registered principal offering securities and wealth advisory services through United Planners Financial Services, Member FINRA and SIPC. RH Wealth Advisors is based in Ventura, California.

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Buyer(S) 1

Buyer

Mathis Wealth Management

Phoenix, Arizona, United States
Category Company
Sector Financial Services
DESCRIPTION

Mathis Wealth Management offers fiduciary financial planning and wealth management services to clients nationwide. Mathis Wealth Management is based in Phoenix, Arizona.

DEAL STATS #
Overall 1 of 1
Sector: Financial Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
State: California M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2024 M&A 1 of 1
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