Acquisition · Activity not yet classified
Bedrock Accounting and Tax Advisors
Transaction overview
Reported completed
Announced: Closed:
Teeple Snyder Newsome Wealth Management reported completing an asset acquisition of Bedrock Accounting and Tax Advisors, effective July 1, 2025.
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
- TSN Wealth Management Acquires Bedrock Accounting ↗
Teeple Snyder Newsome Wealth Management · Published Jul 1, 2025
The release reported an asset acquisition of Bedrock Accounting and Tax Advisors effective July 1, 2025. The filed business name is Teeple Snyder Newsome Wealth & Tax Management.