M&A Deal Summary

Wealth Enhancement Group Acquires 10-15 Associates

On October 8, 2020, Wealth Enhancement Group acquired financial services company 10-15 Associates

Acquisition Highlights
  • This is Wealth Enhancement Group’s 12th transaction in the Financial Services sector.
  • This is Wealth Enhancement Group’s 16th transaction in the United States.
  • This is Wealth Enhancement Group’s 2nd transaction in New York.

M&A Deal Summary
Date 2020-10-08
Target 10-15 Associates
Sector Financial Services
Buyer(s) Wealth Enhancement Group
Deal Type Add-on Acquisition

Target

10-15 Associates

Goshen, New York, United States
10-15 Associates is an independent registered investment adviser with approximately $923 million in total client assets. 10-15 Associates firm specializes in helping families, business owners, and other professionals protect and grow their assets, solve complex financial challenges, and retire with confidence.

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Buyer(S) 1

Buyer

Wealth Enhancement Group

Plymouth, Minnesota, United States
Category Company
Founded 1997
Sector Financial Services
Employees250
DESCRIPTION
Wealth Enhancement Group's corporate headquarters in Plymouth, Minnesota.
Wealth Enhancement Group's corporate headquarters in Plymouth, Minnesota.

Wealth Enhancement Group is a comprehensive wealth management firm that provides team-based financial planning, estate planning, retirement income planning, insurance, tax strategies, and investment management services. Wealth Enhancement Group was founded in 1997 and is based in Plymouth, Minnesota.

DEAL STATS #
Overall 16 of 32
Sector (Financial Services) 12 of 24
Type (Add-on Acquisition) 15 of 31
State (New York) 2 of 4
Country (United States) 16 of 32
Year (2020) 3 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2020-09-02 CJM Wealth

Deer Park, New York, United States

CJM Wealth is a hybrid registered investment adviser (RIA) with more than $440 million in client assets. CJM Wealth Management provides planning- centric, wealth management for individuals and families as well as 401(k) plan management. CJM Wealth was founded in 2003 and is based in Deer Park, New York.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-03-02 North American Management

Boston, Massachusetts, United States

North American Management is an independent registered investment adviser (RIA). NAM was founded in 1928 and is based in Boston, Massachusetts.

Buy -
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