Acquisition · Activity not yet classified
Bronfman E.L. Rothschild
Transaction overview
Reported completed
Wealthspire predecessor Sontag Advisory reported completing its acquisition of Bronfman E.L. Rothschild on May 1, 2019.
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
- NFP to Acquire Wealthspire Advisors Predecessor Bronfman Rothschild ↗
Wealthspire Advisors · Published Mar 26, 2019
The original release announced NFP's agreement to acquire Bronfman E.L. Rothschild and integrate it with NFP subsidiary Sontag Advisory.
- Wealthspire Advisors Predecessor Bronfman Rothschild Announces Close of Acquisition by NFP’s Sontag Advisory ↗
Wealthspire Advisors · Published May 2, 2019
The closing release reported completion of the Bronfman E.L. Rothschild sale to Sontag Advisory, an NFP subsidiary.
- Wealthspire Advisors LLC Form ADV Part 2A brochure ↗
Wealthspire Advisors · Published Mar 27, 2024
The brochure reports that Sontag acquired Bronfman on May 1, 2019, that both used the Wealthspire brand, and that they combined on December 31, 2020 with Wealthspire Advisors LLC as the surviving entity.