Ownership stake · Activity not yet classified

Trigon

Transaction overview

Reported completed

Announced:

Exact closing date not established.

Wedbush Financial Services, the parent of Wedbush Securities, reported that it acquired a significant minority equity stake in Trigon. Trigon was reported to continue operating independently under its current leadership.

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. Wedbush Financial Services Acquires Minority Interest in Trigon ↗

    Wedbush · Published Jun 16, 2025

    Reports that Wedbush Financial Services acquired a significant minority equity stake in Trigon while Trigon would continue to operate independently.

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Trigon · RIA Monitor