On October 3, 2023, Waverly Advisors announced the acquisition of SoundPath Investment Advisors.
Under the terms of the transaction, Waverly Advisors (“Waverly”) acquired SoundPath Investment Advisors (“SoundPath”). The transaction was Waverly’s fourth registered investment advisor transaction of 2023. Further terms were not disclosed.
Waverly, based in Birmingham, Alabama, is a registered investment advisor serving high-net-worth clients. Waverly has over $7 billion in client assets under management.
SoundPath, based in Jackson, Mississippi, is a registered investment advisor offering financial planning and asset management services. SoundPath has approximately $747 million in client assets under management.
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