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Wealth Enhancement to acquire Miramar Capital

PRIVATEAug 04, 2026•5 days ago

Acquiring Company

Wealth Enhancement Group

Acquired Company

Miramar Capital

MinneapolisIllinoisProfessional ServicesFinancial ServicesFinanceVenture CapitalAngel Investment

Description

Wealth Enhancement Group has agreed to acquire Miramar Capital, adding approximately $592 million in client assets. This acquisition enhances Wealth Enhancement's total assets under management to about $159.4 billion. The deal is part of Wealth Enhancement's strategy of expanding its presence in new markets. The acquisition continues the firm's growth through acquisitions of independent advisory practices.

Company Information

Company

Wealth Enhancement Group

Location

Minneapolis, Minnesota, United States

About

Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, Wealth Enhancement Group serves clients nationwide. Wealth Enhancement Group specializes in providing retail clients with the team-based knowledge and resources they need to simplify their financial life. For more information, please visit www.wealthenhancement.com. Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, Member FINRA/SIPC. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. Wealth Enhancement Group and its Registered Investment Advisor, Wealth Enhancement Advisory Services, had $54.5 billion in client brokerage and advisory assets as of 2/28/2022. Napa Valley Wealth Management and TrueNote Investment Advisors, Inc. had over $400 million in client brokerage and advisory assets as of 10/27/2021. With the addition of previously announced acquisitions and the acquisition of Napa Valley Wealth Management and TrueNote Investment Advisors, Inc., Wealth Enhancement Group expects to have over $55.1 billion in client brokerage, advisory and trust assets as of March 31,2022.

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M&A Insights

Based on deal data
Integration timeline
70% of M&A integrations take 12-24 months to complete
Tech stack consolidation
83% of merged companies consolidate technology vendors within first year
Post-acquisition investment
Companies increase IT spending by 23% on average after acquisitions
Success factor
M&A deals with strong technology integration plans are 2.5x more likely to succeed

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