Home / Business and Economy / Wealth Enhancement Buys AEGIS Financial for $468M+
Wealth Enhancement Buys AEGIS Financial for $468M+
20 Dec
Summary
- Wealth Enhancement to acquire AEGIS Financial, managing over $468m.
- AEGIS Financial operates in Wisconsin with five advisers and 10 staff.
- The acquisition is expected to finalize by December 31, 2025.
Wealth Enhancement has announced its intention to acquire AEGIS Financial, an independent registered investment adviser (RIA) with operations in Oshkosh, Milwaukee, and Appleton, Wisconsin. The acquisition will integrate AEGIS Financial's team of five advisers and 10 support staff, who collectively manage client assets exceeding $468 million.
This strategic expansion into Wisconsin, a market Wealth Enhancement has identified as strong for growth since 2018, is expected to close by December 31, 2025. AEGIS Financial offers comprehensive services including financial planning, retirement, estate planning, and investment strategy, focusing on long-term wealth optimization.
In parallel, Wealth Enhancement recently finalized its acquisition of Spectrum Wealth Management and its affiliated accounting firm, Putman Group, further strengthening its national platform. This dual growth strategy underscores Wealth Enhancement's commitment to expanding its reach and client service capabilities across the United States.
