Acquiring Company
Bluespring Wealth
Acquired Company
Whitaker-Myers Wealth Managers
AustinWoosterFinancial ServicesFinancial ServicesDescription
Bluespring Wealth has acquired the wealth management business of Whitaker-Myers Wealth Managers, a Wooster, Ohio firm overseeing about $920 million in client assets. The addition strengthens Bluespring's presence across the Ohio River Valley, bringing its total to roughly $2.4 billion.
Who to call at Bluespring Wealth, and when
When Bluespring Wealth changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
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Frequently asked
Who acquired Whitaker-Myers Wealth Managers?
Whitaker-Myers Wealth Managers was acquired by Bluespring Wealth, based in Austin. The deal was reported on November 3, 2026. Bluespring is a premier wealth management platform for advisors and their clients, dedicated to the acquisition and support of quality wealth management firms. Bluespring Wealth is privately held and operates in Financial Services.
When did Bluespring Wealth acquire Whitaker-Myers Wealth Managers?
Bluespring Wealth's acquisition of Whitaker-Myers Wealth Managers was reported on November 3, 2026. Bluespring Wealth has acquired the wealth management business of Whitaker-Myers Wealth Managers, a Wooster, Ohio firm overseeing about $920 million in client assets. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Whitaker-Myers Wealth Managers do?
Whitaker-Myers Wealth Managers is a wealth management firm based in Wooster, Ohio. It oversees approximately $920 million in client assets and emphasizes long-term client relationships. It is privately held, operating in Financial Services, and is based in Wooster.
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