Acquisition · Activity not yet classified
Strategic Wealth Management Group, LLC (StratWealth)
Transaction overview
Reported completed
Wealthspire Advisors reported completing its acquisition of Strategic Wealth Management Group, LLC (StratWealth). The reported closing date was 2020-11-13.
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
- Wealthspire Advisors To Acquire StratWealth ↗
Wealthspire Advisors · Published Oct 1, 2020
Announces Wealthspire Advisors' proposed acquisition of Strategic Wealth Management Group, LLC (StratWealth).
- Wealthspire Advisors Form ADV Part 2A — March 27, 2024 ↗
Wealthspire Advisors · Published Mar 27, 2024
Identifies CRD 106181 and reports acquiring StratWealth on November 13, 2020, separately from its later merger.