Bluespring Wealth Acquires Hedeker Wealth

October 13, 2021

On August 25, 2021, Bluespring Wealth Partners, LLC announced that it acquired Hedeker Wealth, LLC.

Under the terms of the transaction, Bluespring Wealth Partners, LLC (“Bluespring Wealth”) acquired Hedeker Wealth, LLC (“Hedeker Wealth”). Further terms of the deal were not disclosed.

Bluespring Wealth, based in Austin, Texas, is a subsidiary of Kestra Holdings and specializes in helping entrepreneurs grow their business through successor identification and training, institutional-level capital support, and flexible ownership arrangements.

Hedeker Wealth, headquartered in Chicago, Illinois, is an investment advisery firm that provides clients with tax and estate planning services. Hedeker Wealth has approximately $350 million in assets under management.

To read the press release: please click here.


Categories

Investment Manager M&A, Transactions