Sequoia Financial Group To Acquire Cleveland-Based Cirrus Wealth Management
07/19/23, 1:34 PM
Location
akron
austin
Industry
mobile
Sequoia Financial Group, LLC (Sequoia), a leading SEC-registered wealth manager with nearly $16 billion in assets under management, today announced it has entered into an agreement to acquire Cirrus Wealth Management (Cirrus), an SEC-registered wealth management firm. The transaction is expected to close on July 31. Financial terms were not disclosed.