Merger · Adviser / wealth-management
Prudent Street Financial Advisors
Transaction overview
Reported completed
Exact closing date not established.
On March 5, 2025, Seven Springs Wealth Group announced its merger with Prudent Street Financial Advisors. The release says the merger closed at the beginning of November 2024, without specifying an exact day. Financial details were not disclosed; the reported $1.25 billion represented managed assets, not a transaction price.
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
- Fast-Growing $1.25bn Tennessee RIA Reveals Second Strategic Merger ↗
Official source website · Published Mar 5, 2025
On March 5, 2025, Seven Springs Wealth Group announced its merger with Prudent Street Financial Advisors. The release says the merger closed at the beginning of November 2024, without specifying an exact day. Financial details were not disclosed; the reported $1.25 billion represented managed assets, not a transaction price.