Wealth Enhancement Group Acquires Prozan Financial


April 12, 2023

On March 23, 2023, Wealth Enhancement Group announced the acquisition of Prozan Financial Services.

Under the terms of the agreement, Wealth Enhancement Group (“WEG”) has acquired all the assets of Prozan Financial Services (“Prozan”). Financial terms of the deal were not disclosed.

WEG, based in Minneapolis, is a registered investment advisor offering financial services to individuals and families. As of February 2023, WEG had $62.6 billion in assets under management.

Prozan, based in Walnut Creek, California, is a registered investment advisor serving high-net-worth and middle market clients. Prozan manages approximately $190 million in client assets.

To read the press release: please click here.

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