CLOs on the Move

Wealth Partners Capital Group, LLC

www.wealthpcg.com

 
Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to six nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors and True North Advisors. WPCGs mission, in partnership with these RIAs, is to identify, value, negotiate with and acquire smaller wealth advisory practices, and merge them into its partner firms. As of June 30, 2024, WPCG has executed 118 M&A transactions on behalf of its partner firms, representing over $43 billion in acquired AUA.
  • Number of Employees: 0-25
  • Annual Revenue: $1-10 Million

Executives

Name Title Contact Details

Similar Companies

First National Bank of the Gulf Coast

First National Bank of the Gulf Coast is a Naples, FL-based company in the Financial Services sector.

South Coastal Bank

South Coastal Bank is a Rockland, MA-based company in the Financial Services sector.

Shorebank Corporation

Shorebank Corporation is a Chicago, IL-based company in the Financial Services sector.

First Texas Bank-Killeen

First Texas Bank-Killeen is a Killeen, TX-based company in the Financial Services sector.

First National Bank of the Lakes

First National Bank of the Lakes is a Excelsior, MN-based company in the Financial Services sector.