Wealth Enhancement Group to Acquire Hawkins Wealth Management


July 25, 2022

On June 23, 2022, Wealth Enhancement Group announced that it will acquire Hawkins Wealth Management.

Under the terms of the transaction, Wealth Enhancement Group (“WEG”) will acquire Hawkins Wealth Management (“Hawkins”). Six financial advisors and seven other Hawkins employees will join WEG. Further terms were not disclosed.

WEG, based in Minneapolis, is an independent wealth management firm specializing in retail clients. As of May 2022, WEG and its registered investment advisor, Wealth Enhancement Advisory Services, had $55 billion assets under management.

Hawkins, based in North Liberty, Iowa, is a registered investment advisor. As of June 2022, Hawkins had $574 million assets under management.

To read the press release, please click here.

The opinions expressed are those of the author(s) and do not necessarily reflect the views of the firm or its clients, or any of its or their respective affiliates. This article is for general information purposes and is not intended to be and should not be taken as legal advice.