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

Financial ServicesCompany

Wealth Enhancement Group M&A Summary

Wealth Enhancement Group has acquired 35 companies of its own, including 22 in the last 5 years.

Wealth Enhancement Group has acquired in 17 different US states. The Company’s most targeted sectors include financial services (78%) and business services (23%).

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 Activity35
    • M&A Buy Activity35
  • 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,
(800) 492-1222
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 ≤ '20 '21 '22 '23 '24 '25 T
Buy (3.8/yr) # 16 4 6 1 5 3 35
Sell (0.0/yr) # - - - - - - 0
  35

Most Recent M&A

Company Date Value Type
VanceGray Wealth Management, Inc. 2025-01-16 - Add-on Acquisition
Bangor, Maine · www.vancegray.com
Northwest Investment Counselors LLC 2025-01-14 - Add-on Acquisition
Lake Oswego, Oregon · www.wealthenhancement.com/s/advisor-teams/scarlett-roehr-garcia-team
Danison & Associates, Inc. 2025-01-10 - Add-on Acquisition
Columbus, Ohio
M&R Capital Management, Inc. 2024-11-07 - Add-on Acquisition
Summit, New Jersey · www.mrcapitalmanagement.com
FinTrust Capital Advisors LLC 2024-10-02 - Add-on Acquisition
Greenville, South Carolina · www.fintrustadvisors.com
Levy Wealth Management Group LLC 2024-09-05 - Add-on Acquisition
Philadelphia, Pennsylvania · www.levywealth.com
Rock House Financial 2024-07-11 - Add-on Acquisition
Farmington, Utah · www.rockhousefinancial.com
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
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 27 (77%) - - -
Business Services 8 (23%) - - -
Total 35 - - -

By Geo

State/Country Buy Value Sell Value
United States 35 - - -
  Pennsylvania 5 - - -
  Florida 5 - - -
  New York 4 - - -
  New Jersey 3 - - -
  California 3 - - -
  Wisconsin 2 - - -
  Massachusetts 2 - - -
  Maryland 2 - - -
  Utah 1 - - -
  Texas 1 - - -
  South Carolina 1 - - -
  Oregon 1 - - -
  Ohio 1 - - -
  Maine 1 - - -
  Illinois 1 - - -
  Georgia 1 - - -
  Connecticut 1 - - -
Total 35 - - -

M&A Connections

Deals
Acquired from
Strategic(s)
3%
1 (3%)

Company Summary

SECTOR

Financial Services

Employees

250

Established

1997

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