On July 10, 2023, Adviser Investments LLC announced the acquisition of Lejeune Puetz Investment Counsel, LLC.
Under the terms of the transaction, Adviser Investments LLC (“Adviser”) has acquired Lejeune Puetz Investment Counsel, LLC (“Lejeune”). The deal will see John Puetz, sole principal of Lejeune, join Adviser as a partner. Further terms of the deal were not disclosed.
Adviser, based in Newton, MA, is an independent registered investment advisor that works with families, businesses, foundations, and institutional clients. As of April 2023, Adviser had approximately $6.4 billion in assets under management.
Lejeune, based in Michigan, is an independent, fee-only, wealth manager serving individuals and corporations. Lejeune manages approximately $350 million in client assets.
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