Wealth Enhancement Acquires FullCircle Wealth, Adding $268 Million in Assets
Wealth Enhancement has acquired FullCircle Wealth, an independent RIA with $268 million in client assets, increasing its total client assets to over $141.9 billion. The acquisition strengthens Wealth Enhancement's presence in Dallas and expands its services for business owners and high-net-worth individuals. The deal is seen as a strategic move to enhance its wealth management offerings.
Topics: acquisition financial services RIA wealth management