Modern Wealth Acquires Two California-Based RIAs

Modern Wealth expands in California with two acquisitions

Modern Wealth Management has agreed to acquire two firms in California, which together manage over $1bn in assets. The acquisitions of these two firms- Wade Financial Advisory and Planned Asset Management – will increase Modern Wealth’s assets under management (AUM) to more than $7bn. Modern Wealth has signed two asset purchase agreements in connection with the deals. It has already finalised the purchase of Wade Financial Advisory, with the acq…

Modern Wealth Acquires Two California-Based RIAs

The RIA integrator, founded by United Capital advisors about two years ago, has booked its 14th and 15th deals since launch.

Allegion acquires California-based Trimco Hardware

Allegion announced it has acquired privately held Trimco Hardware, including its brands and other assets.

Modern Wealth Adds $1 Billion in AUM With Two New California Acquisitions

Firm is expected to surpass $7 billion in assets under management (AUM) following acquisitions of Wade Financial Advisory and Planned Asset Management, marking 14th and 15th deals since launch MONTEREY, Calif.--(BUSINESS WIRE)--Modern Wealth Managemen... L'articolo Modern Wealth Adds $1 Billion in AUM With Two New California Acquisitions è un contenuto originale di 01net.