M&A Deal Summary

Wealth Enhancement Group Acquires Rock House Financial

On July 11, 2024, Wealth Enhancement Group acquired business services company Rock House Financial

Acquisition Highlights
  • This is Wealth Enhancement Group’s 8th transaction in the Business Services sector.
  • This is Wealth Enhancement Group’s 29th transaction in the United States.
  • This is Wealth Enhancement Group’s 1st transaction in Utah.

M&A Deal Summary
Date 2024-07-11
Target Rock House Financial
Sector Business Services
Buyer(s) Wealth Enhancement Group
Deal Type Add-on Acquisition

Target

Rock House Financial

Farmington, Utah, United States
Rock House Financial provides comprehensive financial planning and investment management services to individuals, families, and small businesses. Rock House Financial is based in Farmington, Utah.

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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 29 of 32
Sector (Business Services) 8 of 8
Type (Add-on Acquisition) 28 of 31
State (Utah) 1 of 1
Country (United States) 29 of 32
Year (2024) 2 of 5
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-03-28 Piermont Wealth Management

Melville, New York, United States

Piermont Wealth Management is an independent, SEC-registered financial advisory firm. Piermont Wealth Management was founded in 2000 and is based in Melville, New York.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-09-05 Levy Wealth Management Group

Philadelphia, Pennsylvania, United States

Levy Wealth Management Group is a financial advisory firm that offers wealth management, financial planning, investment management, and retirement planning services. Levy Wealth Management Group is based in Philadelphia, Pennsylvania.

Buy -
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