Acquisition · Adviser / wealth-management

WealthFirm (including Wealth Management LLC)

Transaction overview

Status: Reported acquisition

Announcement date: Sep 28, 2021

Exact closing date not established.

Integrity Marketing Group announced on September 28, 2021 that it had acquired WealthFirm, which the source defines as Wealth Management LLC and Retirement Plan Consultants. Wealth Management LLC was an indirect transaction subject through WealthFirm. Financial terms were not disclosed, and the source does not state a separate closing date.

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

We are joining forces with Integrity Marketing Group! ↗
Wealth Management · Published Sep 28, 2021
Integrity Marketing Group announced on September 28, 2021 that it had acquired WealthFirm, which the source defines as Wealth Management LLC and Retirement Plan Consultants. Wealth Management LLC was an indirect transaction subject through WealthFirm. Financial terms were not disclosed, and the source does not state a separate closing date.