On August 20, 2015, Sequoia Financial Group, a wealth manager backed by Seward & Kissel client Kudu Investment Management, announced that it will acquire The Martin Worley Group.
On August 20, 2015, Sequoia Financial Group (“Sequoia”), a wealth manager backed by Seward & Kissel client Kudu Investment Management, announced that it will acquire The Martin Worley Group (“MWG”). Brian Worley, MWG’s managing partner and his partners, Terra Thurgood and Barry Watson, will become equity owners in Sequoia. All MWG colleagues will join the Sequoia team after the transaction closes. Further terms of the transaction were not disclosed.
Sequoia, based in Akron, Ohio, is a registered investment advisor that provides wealth management services, including asset management, estate and retirement planning, fiduciary consulting, and family wealth. As of June 2025, Sequoia had $27.6 billion in assets under management.
MWG, based in Cottonwood Heights, Utah, is a wealth manager providing investment advisory services to individuals, multi-generational families, entrepreneurs, foundations and trusts. As of June 2025, MWG had $430 million in assets under management. DeVoe & Company served as financial advisor to MWG on the transaction.
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