Acquiring Company
OnePoint BFG Wealth Partners
Acquired Company
David Siegel and Team
New JerseyWest Palm BeachFinancial ServicesFinanceDescription
OnePoint BFG Wealth Partners announced its partnership with David Siegel and his team, which brings about $240 million in AUM and roughly 230 client households. The partnership establishes a new OnePoint BFG office in West Palm Beach, Florida.
Who to call at OnePoint BFG Wealth Partners, and when
When OnePoint BFG Wealth Partners changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day OnePoint BFG Wealth Partners raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at OnePoint BFG Wealth Partners, from your own LinkedIn network
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Fundz sees it the moment OnePoint BFG Wealth Partners makes an acquisition, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Frequently asked
Who acquired David Siegel and Team?
David Siegel and Team was acquired by OnePoint BFG Wealth Partners, based in New Jersey. The deal was reported on November 5, 2026. OnePoint BFG Wealth Partners is a dynamic wealth advisory and financial planning firm. The firm has expanded its footprint by partnering with David Siegel and his team. OnePoint BFG Wealth Partners is privately held and operates in Financial Services.
When did OnePoint BFG Wealth Partners acquire David Siegel and Team?
OnePoint BFG Wealth Partners's acquisition of David Siegel and Team was reported on November 5, 2026. OnePoint BFG Wealth Partners announced its partnership with David Siegel and his team, which brings about $240 million in AUM and roughly 230 client households. The partnership establishes a new OnePoint BFG office in West Palm Beach, Florida. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does David Siegel and Team do?
David Siegel is a wealth advisor leading a team that includes Christopher Ballerano, Devin Kooi and Serena Craven. The team manages approximately $240 million in assets under management and serves approximately 230 client households. It is privately held, and is based in West Palm Beach.
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