Wealth Dimensions Group — 2024 internal equity partnerships

Transaction overview

Reported completed

Exact closing date not established.

Wealth Dimensions reported that Eric Loftus and Matt Bolser became equity partners in 2024. The report did not specify their ownership percentages or an exact transaction day. The later announcement of additional partners did not explicitly establish a further equity transfer.

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.