Wealth Enhancement Group acquires $776 million hybrid

Wealth Enhancement Group acquires $776 million hybrid
The acquisition of Titus Wealth Management and its three offices expands Wealth Enhancement's Northern California presence to eight offices.
JUL 15, 2022

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.

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

Latest News

Mercer Advisors lands third-biggest deal to date with Full Sail Capital
Mercer Advisors lands third-biggest deal to date with Full Sail Capital

With over 600 clients, the $71 billion RIA acquirer's latest partner marks its second transaction in Oklahoma.

Fintech bytes: FP Alpha rolls out estate insights feature
Fintech bytes: FP Alpha rolls out estate insights feature

Also, wealth.com enters Commonwealth's tech stack, while Tifin@work deepens an expanded partnership.

Morgan Stanley, Atria job cut details emerge
Morgan Stanley, Atria job cut details emerge

Back office workers and support staff are particularly vulnerable when big broker-dealers lay off staff.

Envestnet taps Atria alum Sean Meighan to sharpen RIA focus
Envestnet taps Atria alum Sean Meighan to sharpen RIA focus

The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.

LPL, Evercore welcome West Coast breakaways
LPL, Evercore welcome West Coast breakaways

The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.

SPONSORED Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave

SPONSORED The evolution of private credit

From direct lending to asset-based finance to commercial real estate debt.