Acquisition · Activity not yet classified
JMG Wealth Management Group, Inc.
Transaction overview
Announced
Exact closing date not established.
Dakota Wealth Management announced an agreement to acquire JMG Wealth Management Group, Inc. This source 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
- Dakota Wealth Management Acquires JMG Wealth Management Group ↗
Dakota Wealth Management · Published Nov 1, 2023
Dakota Wealth Management announced an agreement to acquire JMG Wealth Management Group, Inc. This source does not establish completion.
- Dakota Wealth Form CRS ↗
Dakota Wealth · Published Aug 16, 2024
Identifies Dakota Wealth LLC as CRD 297987.