Waverly Acquires Brass Tax

INVESTMENT MANAGEMENT DEALS BLOG

October 1, 2025

On September 16, 2025, Waverly Advisors announced its acquisition of Brass Tax Wealth Management.

Waverly Advisors (“Waverly”) announced, on September 16, 2025, its acquisition of Brass Tax Wealth Management (“Brass Tax”) in a transaction that closed on September 12, 2025. Under the terms of the transaction, the entire Brass Tax team joins Waverly. Further terms of the transaction were not disclosed.

Waverly, based in Birmingham, Alabama, is a fee-only registered investment advisor specializing in investment management, financial planning and wealth management solutions for high-net-worth individuals, corporate retirement plans and institutional clients. As of September 2025, Waverly had approximately $19.9 billion in assets under management.

Brass Tax, based in Blue Ash, Ohio, is a registered investment advisor offering wealth planning, investment management, and tax strategies services. Brass Tax has approximately $465 million in assets under management.

To read the press release: please click here.

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