Wealth Enhancement Group - M&A Summary, Ownership, and Business Overview

Financial ServicesCompany

Wealth Enhancement Group M&A Summary

Wealth Enhancement Group has acquired 28 companies of its own, including 20 in the last 5 years.

Wealth Enhancement Group has acquired in 12 different US states. The Company’s most targeted sectors include financial services (75%) and business services (25%).

Wealth Enhancement Group Ownership

Who owns Wealth Enhancement Group?

Wealth Enhancement Group is owned by Onex Partners and TA Associates. It was acquired on July 31, 2019.

Is Wealth Enhancement Group PE-backed?

Yes. Wealth Enhancement Group is owned by private equity investors Onex Partners and TA Associates.

Was Wealth Enhancement Group formerly PE-backed?

Yes. Wealth Enhancement Group was formerly owned by 2 private investors.

Wealth Enhancement Group Business Overview

Where is Wealth Enhancement Group headquartered?

Wealth Enhancement Group is headquartered in Plymouth, Minnesota.

How many employees does Wealth Enhancement Group have?

Wealth Enhancement Group has 250 employees.

What sector is Wealth Enhancement Group in?

Wealth Enhancement Group is a financial services company.

When was Wealth Enhancement Group founded?

Wealth Enhancement Group was founded in 1997.

M&A Summary

  • M&A Total Activity28
    • M&A Buy Activity28
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1

Wealth Enhancement Group

Wealth Enhancement Group LLC

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

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.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (3.0/yr) # 13 3 4 6 1 1 28
Sell (0.0/yr) # - - - - - - 0
  28

Most Recent M&A

Company Date Value Type
Piermont Wealth Management, Inc. 2024-03-28 - Add-on Acquisition
Melville, New York · www.piermontwealth.com
Asset Management Resources LLC 2023-12-19 - Add-on Acquisition
Hyannis, Massachusetts · www.amrfinancial.com
Titus Wealth Management 2022-07-14 - Add-on Acquisition
Larkspur, California · www.tituswealth.com
Kings Point Capital Management LLC 2022-06-02 - Add-on Acquisition
Great Neck, New York · www.kingspointcap.com
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
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 21 (75%) - - -
Business Services 7 (25%) - - -
Total 28 - - -

By Geo

State/Country Buy Value Sell Value
United States 28 - - -
  Florida 5 - - -
  Pennsylvania 4 - - -
  New York 4 - - -
  California 3 - - -
  Wisconsin 2 - - -
  New Jersey 2 - - -
  Massachusetts 2 - - -
  Maryland 2 - - -
  Texas 1 - - -
  Illinois 1 - - -
  Georgia 1 - - -
  Connecticut 1 - - -
Total 28 - - -

M&A Connections

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

Company Summary

SECTOR

Financial Services

Employees

250

Established

1997

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