Wealth Enhancement Group Mergers and Acquisitions Summary

Financial Services Company

Wealth Enhancement Group has acquired 16 companies of its own, including 16 in the last 5 years.

Wealth Enhancement Group has acquired in 10 different US states. The Company’s most targeted sectors include financial services (75%) and business services (25%).

Join Mergr and gain access to Wealth Enhancement Group’s M&A summary, the M&A summaries of companies just like it, as well as recent M&A activity in the financial services sector.

M&A Summary

  • M&A Total Activity16
    • M&A Buy Activity16
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1

Wealth Enhancement Group LLC

505 N. Highway 169 Ste. 900,
Plymouth, Minnesota 55441
United States,
(651) 726-2310
www.wealthenhancement.com

Wealth Enhancement Group LLC is an independent, comprehensive wealth management firm that provides team-based financial planning, estate planning, retirement income planning, insurance, tax strategies, and investment management services. Overseeing $11.8 billion in client assets, Wealth Enhancement Group serves over 17,000 clients from its 26 branch offices. Headquartered in Greater Minneapolis-St. Paul, Wealth Enhancement Group is privately held, has over 250 employees and operates nationwide.


M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (3.2/yr) # - 3 1 4 5 3 16
Sell (0.0/yr) # - - - - - - 0
  16

Most Recent M&A

Company Date Value Type
10-15 Associates 2020-10-08 - Add-on Acquisition
Goshen, New York · www.1015associates.com
CJM Wealth Management 2020-09-02 - Add-on Acquisition
Deer Park, New York · www.wealthenhancement.com
JOYN Advisors, Inc. 2020-02-21 - Add-on Acquisition
Atlanta, Georgia · www.joynadvisors.com
BPU Investment Management, Inc. 2019-12-19 - Add-on Acquisition
Pittsburgh, Pennsylvania · www.bpuinvestments.com
AEPG Wealth Strategies 2019-07-18 - Add-on Acquisition
Warren, New Jersey · www.aepg.com
Planning Solutions Group LLC 2019-06-13 - Add-on Acquisition
Fulton, Maryland · www.psgplanning.com
Wiley Group 2019-04-05 - Add-on Acquisition
West Conshohocken, Pennsylvania · www.livemore.net
Summit Planning Group 2019-01-23 - Add-on Acquisition
Green Bay, Wisconsin · www.spgcares.com
Gdm Advisory Group Ltd. 2018-10-23 - Add-on Acquisition
Fort Washington, Pennsylvania · www.gdmplan.com
OneSource Retirement Advisors 2018-09-18 - Add-on Acquisition
Malvern, Pennsylvania · www.onesourceretirement.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 12 (75%) - - -
Business Services 4 (25%) - - -
Total 16 - - -

By Geo

State/Country Buy Value Sell Value
United States 16 - - -
  Pennsylvania 4 - - -
  Wisconsin 2 - - -
  New York 2 - - -
  Florida 2 - - -
  Texas 1 - - -
  New Jersey 1 - - -
  Maryland 1 - - -
  Illinois 1 - - -
  Georgia 1 - - -
  Connecticut 1 - - -
Total 16 - - -

M&A Connections

Deals %
Acquired from
Strategic(s)
100%
1 100%

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