Business combination · Activity not yet classified

Goodman Wealth Advisors

Transaction overview

Reported joined

Announced:

Exact closing date not established.

Wedbush Securities reported that Goodman Wealth Advisors joined its Independent Franchise Owner Network from McDonald Partners.

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. Goodman Wealth Advisors Joins Wedbush Securities Wealth Management ↗

    Wedbush · Published Sep 8, 2025

    Reports that Goodman Wealth Advisors and its continuing advisory team joined Wedbush's Independent Franchise Owner Network from McDonald Partners.

No firms selected for comparison.
Goodman Wealth Advisors · RIA Monitor