Wealth Enhancement buys California RIAs
Napa Valley and TrueNote, which are led by Kelly Crane, oversee more than $400 million in client assets.
Wealth Enhancement Group, a Minneapolis-based wealth management firm managing $54.5 billion, has acquired Napa Valley Wealth Management and TrueNote Investment Advisors, firms led by Kelly Crane and headquartered in St. Helena, California, that oversee more than $400 million in client assets.
Terms of the acquisition were not disclosed.
The two acquired firms will become the InConcert Napa Valley Team of Wealth Enhancement Group.
[MORE: Wealth Enhancement Group adds $287 million RIA]
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