Merger · Adviser / wealth-management
enTrust Wealth Advisors
Transaction overview
Announced
Exact closing date not established.
AlphaCore announced a merger with enTrust Wealth Advisors in San Diego, with a closing anticipated in the first quarter of 2025. The reviewed release does not establish completion.
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
- AlphaCore announces merger with enTrust Wealth Advisors ↗
AlphaCore Wealth Advisory · Published Jan 29, 2025
The release dateline says January 30, 2025, while the webpage publication date says January 29. Both are retained separately. The release expects a first-quarter closing and does not establish completion.
- AlphaCore Wealth Advisory Expands Southern California Presence Through Merger with enTrust Wealth Advisors ↗
AlphaCore Wealth Advisory · Published Jan 29, 2025
The release dateline is January 30, 2025, while the page publication date is January 29. It announced a merger expected to close in the first quarter. The page disclosure bridges the brand to AlphaCore Capital LLC.