$1.7B AUM | $10MM GDC in
Great Neck, NY
We have been acquired by Wealth Enhancement Group (WEG) in June, 2022. WEG is a high net worth RIA with extensive capabilities in trust, investments, financial planning and other key high net worth services. It has extensive relationships with Schwab and Fidelity as well.. As part of WEG, we seek to acquire a similar high net worth company. We are interested in RIA firms of $100-$400 million in AUM.
We are also interested in hiring Investment Advisors that want to broaden out their client base in a rapidly growing firm. We are location agnostic and are seeking highly motivated individuals or teams to help us expand our presence nationally.