On March 29, 2023, Wealth Enhancement Group announced the acquisition of Equius Partners, Inc.
Under the terms of the agreement, Wealth Enhancement Group (“WEG”) has acquired Equius Partners, Inc. (“Equius”). Equius team of seven financial advisors and five support staff will be joining WEG.
WEG, based in Minneapolis, is a registered investment advisor offering financial services to individuals and families. Wealth Enhancement Group has $62 billion in assets under management.
Equius, based in Novato, California, is a registered investment advisor serving high-net-worth individuals and business owners. Equius oversees over $1 billion in client assets under management. DeVoe & Company served as mergers and acquisitions advisor to Equius on the transaction.
To read the press release: please click here.