WEG Acquires XO

INVESTMENT MANAGEMENT DEALS BLOG

April 14, 2025

On March 28, 2025, Wealth Enhancement Group announced its acquisition of XO Wealth Management.

Wealth Enhancement Group (“WEG”) announced, on March 28, 2025, its acquisition of XO Wealth Management (“XO”). The existing team at XO will remain in place after the transaction. 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 February 2025, WEG had approximately $107.5 billion in client assets.

XO, based in Dallas, is an independent registered investment advisor offering financial planning, wealth preservation, and risk management services. As of March 2025, XO had approximately $516 million in client assets. Williams Private Wealth Advisory & Consulting served as advisor to XO in the deal.

To read the press release: please click here.

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