On March 3, 2026, Aspen Standard Wealth announced its acquisition of BlueSky Wealth Advisors.
Aspen Standard Wealth (“Aspen”) announced, on March 3, 2026, its acquisition of BlueSky Wealth Advisors (“BlueSky”). Aspen has acquired six other registered investment advisors since its launch in 2024. Further terms of the transaction were not disclosed.
Aspen, based in New York, is a holding company that acquires wealth management platforms and registered investment advisors.
BlueSky, based in New Bern, North Carolina, is a registered investment advisor offering personalized investment management and financial planning services to its clients. Blue Sky has approximately $1 billion in assets under management.
Sherman & Co. served as the investment bank for the transaction.
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