Subscribe

Wealth Enhancement Group acquires $776 million hybrid

M&A or Merger and Acquisition text on black block

The acquisition of Titus Wealth Management and its three offices expands Wealth Enhancement's Northern California presence to eight offices.

Wealth Enhancement Group, a Minneapolis-based hybrid firm overseeing $54 billion in assets, has acquired Titus Wealth Management, a hybrid RIA overseeing $776 million.

Titus has eight advisers and five support staff and has three offices in San Mateo, Larkspur and Folsom, California. The acquisition expands Wealth Enhancement’s Northern California presence to eight offices, the firm said in a press release.

The registered representatives of both Titus and the Wealth Enhancement Group are affiliated with LPL Financial.

[More: Wealth Enhancement Group buys $1.7 billion Kings Point Capital Management]

Holistic approach helps clients stay the course, says Brinker Capital’s Coviello

Related Topics: ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Cresset adds two J.P. Morgan teams overseeing $5B

The two groups were among several former First Republic teams whose exits from J.P. Morgan were announced Friday.

Ascensus buying Vanguard small-business retirement offerings

The company is acquiring the Individual 401(k), Multi-SEP, and SIMPLE IRA plan businesses from Vanguard.

Raymond James adds advisor from Wells Fargo

South Florida-based advisor had been overseeing $105 million in client assets at Wells.

Dimon says AI could be ‘transformational’

JPMorgan Chase's CEO says AI's impact on the economy could equal that of the steam engine.

Commonwealth case sends crystal-clear message

KO blow from the SEC offers pointed lesson: Don’t fight Uncle Sam

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print