Devonshire Asset Management Inc.

Transaction overview

Status: Reported completed

Exact closing date not established.

Pension & Wealth Management Advisors reported acquiring Devonshire Asset Management Inc., an advisory practice in Winchester, Massachusetts. The founders were to continue serving their client relationships with the PWMA team; no separate closing date was disclosed.

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.