Private Capital Management Acquires Wagner Wealth

May 23, 2018

On January 16, 2018, Private Capital Management LLC announced the completion of its acquisition of Wagner Wealth Management LLC.

The combined firm, which now has over $1.1 billion in assets under management and employs 12 investment professionals, will continue to operate under the name of Private Capital Management. The terms of the agreement were not disclosed.

Wagner Wealth Management is a Denver-based wealth management firm founded in 1996 to assist friends and families with financial planning.

Private Capital is a Denver-based provider of financial planning and asset management services for individuals, families, and small business owners. Private Capital is a wholly-owned subsidiary of Guaranty Bank and Trust Company.

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Investment Manager M&A, Transactions