Wealth Enhancement Acquires Sherpa Wealth Strategies, Adding $108 Million in Client Assets
Wealth Enhancement has acquired Sherpa Wealth Strategies, a hybrid RIA based in Bend, Oregon, which manages $108 million in client assets. This acquisition increases Wealth Enhancement's total client assets to over $148.2 billion. The move is expected to strengthen Wealth Enhancement's market position in wealth management by integrating Sherpa's client-focused approach and expertise in retirement and wealth planning.
Topics: company growth M&A RIA acquisition wealth management