Wealth Enhancement Mergers and Acquisitions Summary

Financial ServicesCompany

Wealth Enhancement has acquired 24 companies of its own, including 21 in the last 5 years.

Wealth Enhancement has acquired in 12 different US states. The Company’s most targeted sectors include financial services (71%) and business services (30%).

Join Mergr and gain access to Wealth Enhancement’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 Activity24
    • M&A Buy Activity24
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1

Wealth Enhancement

Wealth Enhancement Group LLC

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

Wealth Enhancement 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. Wealth Enhancement was founded in 1997 and is based in Plymouth, Minnesota.


M&A Summary

Buy vs Sell

Year ≤ '17 '18 '19 '20 '21 '22 T
Buy (4.0/yr) # 4 4 5 3 4 4 24
Sell (0.0/yr) # - - - - - - 0
  24

Most Recent M&A

Company Date Value Type
Financial Management Concepts 2022-03-30 - Add-on Acquisition
Winter Springs, Florida · www.incredibleretirement.com
Napa Valley Wealth Management 2022-03-16 - Add-on Acquisition
St. Helena, California · www.napavalleywealthmanagement.com
TrueNote Investment Advisors, Inc. 2022-03-16 - Add-on Acquisition
El Cerrito, California · www.truenoteinvest.com
Integra Capital Advisors 2022-03-10 - Add-on Acquisition
Bradenton, Florida · www.integracapitaladvisors.com
Investor Solutions, Inc. 2021-08-12 - Add-on Acquisition
Miami, Florida · www.investorsolutions.com
Serafini Financial Group 2021-08-05 - Add-on Acquisition
Hagerstown, Maryland · www.serafinifinancial.com
MACRO Consulting Group LLC 2021-06-10 - Add-on Acquisition
Parsippany, New Jersey · www.macroconsultinggroup.com
North American Management 2021-03-02 - Add-on Acquisition
Boston, Massachusetts · www.namcorp.com
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.cjmwealth.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 17 (71%) - - -
Business Services 7 (29%) - - -
Total 24 - - -

By Geo

State/Country Buy Value Sell Value
United States 24 - - -
  Florida 5 - - -
  Pennsylvania 4 - - -
  Wisconsin 2 - - -
  New York 2 - - -
  New Jersey 2 - - -
  Maryland 2 - - -
  California 2 - - -
  Texas 1 - - -
  Massachusetts 1 - - -
  Illinois 1 - - -
  Georgia 1 - - -
  Connecticut 1 - - -
Total 24 - - -

M&A Connections

Deals
Acquired from
Strategic(s)
4%
1 (4%)

Company Summary

SECTOR

Financial Services

Employees

250

Established

1997

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Minnesota Companies , Financial Services Companies , United States Companies , Minnesota Financial Services Companies , Minnesota Financial Services with Acquisitions , Minnesota Financial Services with Divestitures

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