On September 5, 2024, Wealth Enhancement Group announced that it acquired Levy Wealth Management Group.
Wealth Enhancement Group (“WEG”) announced, on September 5, 2024, that it acquired Levy Wealth Management Group (“Levy”). Further terms of the transaction were not disclosed.
WEG, based in Plymouth, Minnesota, is a registered investment advisor and independent wealth management firm that offers financial planning and investment management services. As of July 2024, WEG had $89.2 billion in client assets.
Levy, based in Philadelphia, Pennsylvania, is a hybrid registered investment advisor that provides clients with wealth management, tax planning, estate planning, and financial planning services. Levy managed over $1.3 billion in client assets.
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