Acquisition · Adviser / wealth-management
Highline Wealth Management LLC
Transaction overview
Reported completed
Exact closing date not established.
Wealthspire Advisors predecessor Bronfman E.L. Rothschild reported acquiring Highline Wealth Management. The source does not establish an exact closing date.
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
- Wealthspire Advisors Predecessor Bronfman E.L. Rothschild Acquires Highline Wealth Management ↗
Wealthspire · Published Aug 11, 2015
Wealthspire Advisors predecessor Bronfman E.L. Rothschild reported acquiring Highline Wealth Management. The source does not establish an exact closing date. The visible article date is 2015-08-11.