Acquisition · Activity not yet classified

JMG Wealth Management Group, Inc.

Transaction overview

Announced

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

  1. 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.

  2. Dakota Wealth Form CRS ↗

    Dakota Wealth · Published Aug 16, 2024

    Identifies Dakota Wealth LLC as CRD 297987.

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JMG Wealth Management Group, Inc. · RIA Monitor