On October 22, 2024, Waverly Advisors, LLC announced that it acquired 9258 Wealth Management, LLC.
Waverly Advisors, LLC (“Waverly”) announced on October 22, 2024, that it acquired 9258 Wealth Management, LLC (“9258”) in a transaction that closed on October 18, 2024. 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. Waverly now has approximately $14.4 billion in assets under management.
9258, based in Cincinnati, Ohio, is an investment advisory firm and tax preparation and planning business. 9258 managed $1 billion in client assets.
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