Wealthspire to acquire $1.5 billion StratWealth

Wealthspire Advisors, a registered investment adviser managing $10.6 billion, has agreed to acquire StratWealth, an RIA based in Maple Lawn, Maryland, that manages $1.5 billion. Terms of the acquisition were not disclosed.

StratWealth serves more than 900 families through three Maryland offices.

Wealthspire Advisors, which has offices in Potomac, Maryland, Reston, Virginia, and Philadelphia, is a unit of NFP, a New York-based insurance broker and consulting firm.

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The post Wealthspire to acquire $1.5 billion StratWealth appeared first on InvestmentNews.

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