SageView Acquires Lakeview


December 21, 2022

On December 7, 2022, SageView Advisory Group announced its acquisition of Lakeview Wealth Management.

Under the terms of the transaction, SageView Advisory Group (“SageView”) has acquired Lakeview Wealth Management (“Lakeview”). Lakeview’s entire staff will join SageView as part of the transaction. Further terms were not disclosed.

SageView, based in Newport Beach, California, is a Registered Investment Advisor offering retirement and wealth management services to individuals and families. SageView has approximately $170 billion in retirement assets and $4 billion in advisory assets under management.

Lakeview, based in Deer Park, Illinois, is a comprehensive wealth management and financial services firm. Lakeview has approximately $415 million in assets under management.

To read the press release: please click here.

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