IM Deals Blog

Wealth Enhancement Group Acquires Titus

Written by admin | Aug 10, 2022

On July 14, 2022, Wealth Enhancement Group announced that it had acquired Titus Wealth Management.

Under the terms of the transaction, Wealth Enhancement Group acquired Titus Wealth Management (“Titus”). Terms of the deal were not disclosed.

Wealth Enhancement Group, based in Minneapolis, Minnesota, is a wealth management firm offering financial planning and investment management services to retail clients. As of July 1, 2022, Wealth Enhancement Group had approximately $54 billion in client brokerage, advisory and trust assets under management.

Titus, headquartered in California, is a registered investment advisor offering financial planning and asset management services to pre-retirees and retirees. As of April 30, 2022, Titus had approximately $776 million in client brokerage and advisory assets under management.

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