On January 30, 2025, AlphaCore Wealth Advisory announced that it will acquire enTrust Wealth Advisors.
AlphaCore Wealth Advisory (“AlphaCore”) announced, on January 30, 2025, that it will acquire enTrust Wealth Advisors (“enTrust”). Under the terms of the transaction, enTrust’s founders, Daniel Conners and Michael Crawford, will join AlphaCore as principals and senior wealth advisors. The transaction is expected to close in the first quarter of 2025. Further terms of the deal were not disclosed.
AlphaCore, based in La Jolla, California, is a registered investment advisor and independent wealth management firm specializing in financial planning services for high-net-worth individuals, families, and institutional clients. As of January 2025, AlphaCore had over $2.4 billion in assets under management.
enTrust, based in San Diego, California, is a private investment advisory firm that provides wealth solutions to individuals, families and entrepreneurs. As of December 2024, enTrust had approximately $420 million in client assets.
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