On October 1, 2024, Waverly Advisors, LLC announced that it acquired CenterPoint Wealth Management.
Waverly Advisors, LLC (“Waverly”) announced on October 1, 2024, that it acquired CenterPoint Wealth Management (“CenterPoint”) in a transaction that closed on September 27, 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 $13.2 billion in assets under management.
CenterPoint, based in Zionsville, Indiana, is an investment advisory business providing financial planning services to individual retirement portfolios to multi-million-dollar family trusts.
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