Acquisition · Activity not yet classified
Ledge Wealth Management, Inc.
Transaction overview
Announced
Exact closing date not established.
Dakota Wealth Management announced an agreement to acquire Ledge Wealth Management, 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 Ledge Wealth Management, Inc. ↗
Dakota Wealth Management · Published Jan 3, 2024
Dakota Wealth Management announced an agreement to acquire Ledge Wealth Management, Inc. This source does not establish completion.
- Dakota Wealth Form CRS ↗
Dakota Wealth · Published Aug 16, 2024
Identifies Dakota Wealth LLC as CRD 297987.