Acquisition · Adviser / wealth-management
Opus Wealth Management Group
Transaction overview
Reported joined
Exact closing date not established.
In an April 7, 2020 announcement, Level Four Advisory Services welcomed Opus Wealth Management Group and reported that its team was joining the independent adviser network. This records a practice affiliation, not an asserted corporate or equity purchase. The reported $350 million in assets under management is not consideration; the exact joining day and financial terms were not stated.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- Opus Wealth Management Group with $350 Million in Assets Under Management Joins Level Four Advisory ↗
Official firm website · Published Apr 7, 2020
In an April 7, 2020 announcement, Level Four Advisory Services welcomed Opus Wealth Management Group and reported that its team was joining the independent adviser network. This records a practice affiliation, not an asserted corporate or equity purchase. The reported $350 million in assets under management is not consideration; the exact joining day and financial terms were not stated.