Acquisition · Activity not yet classified
Jentner Wealth Management
Transaction overview
Reported completed
Announced: Closed:
Beacon Pointe Advisors reported completing its acquisition of Jentner Wealth Management. The reported closing date was 2025-06-30.
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
- Beacon Pointe Advisors Closes Six Strategic Acquisitions in 60 Days ↗
Beacon Pointe Advisors · Published Jul 8, 2025
Beacon Pointe Advisors reported completing its acquisition of Jentner Wealth Management. The reported closing date was 2025-06-30.