Stratos Wealth Partners Acquires Minority Equity Stake In Bwm Financial Following Strategic Investment
Acquiring Company
Stratos Wealth Holdings
Acquired Company
BWM Financial
Description
Stratos Wealth Partners, a Stratos Wealth Holdings company and registered investment advisor (RIA) that collectively oversees $18.61 billion in brokerage and advisory assets, announced today it has increased its minority equity stake in San Diego-based BWM Financial with $1.5 billion in advisory AUM.
Quick answer
Stratos Wealth Holdings is acquiring BWM Financial, announced February 23, 2022.
- How much did Stratos Wealth Holdings pay for BWM Financial?
- The deal value was not disclosed.
- What does Stratos Wealth Holdings do?
- Stratos Wealth Holdings is a family of companies focused on supporting the growth and success of financial advisors across business models and affiliation structures.
Source: Fundz verified event record.
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- Stratos Wealth Enterprises Acquires A Majority Stake In Nsc Asesores (March 2, 2022)
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- Hub International And Bold Penguin To Acquire Leading Digital Small Commercial Insurance Firm Insureon (March 1, 2022)
- Kioxia To Acquire Chubu Toshiba Engineering (February 24, 2022)
- Dna Payments Acquires Uk-Based Payment Solutions Provider First Payment Merchant Services (February 15, 2022)
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Frequently asked
Who acquired BWM Financial?
BWM Financial was acquired by Stratos Wealth Holdings. The deal was reported on February 23, 2022. Stratos Wealth Holdings is a family of companies focused on supporting the growth and success of financial advisors across business models and affiliation structures. Stratos Wealth Holdings is privately held and operates in Other.
When did Stratos Wealth Holdings acquire BWM Financial?
Stratos Wealth Holdings's acquisition of BWM Financial was reported on February 23, 2022. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does BWM Financial do?
Tax efficient, low-cost investments & custom financial plans for executives, business owners & high-net-worth individuals. Experienced advisors, CFP® professional. It is privately held.
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