Stratos Wealth Enterprises Acquires Minority Equity Stake In Boston-Based Wealth Management Firm With $350 Million In Aum
Acquiring Company
Stratos Wealth Holdings
Acquired Company
Stratos Wealth Holdings
Description
Stratos Wealth Enterprises, a Stratos Wealth Holdings ("Stratos") company, announced today that it will make a strategic investment in Rockland, Massachusetts-based wealth management firm Veritas Boston Wealth Management. Managing partners Mark Roman and Frank Perfetuo lead the nine-person firm, which oversees about $350 million in assets under management through Stratos Wealth Advisors. The Stratos family of companies collectively oversees $23.3 billion in AUM/AUA as of December 31, 2021.
Quick answer
Stratos Wealth Holdings is acquiring Stratos Wealth Holdings for $350 million, announced April 12, 2022.
- How much did Stratos Wealth Holdings pay for Stratos Wealth Holdings?
- The reported deal value is $350 million.
Source: Fundz verified event record.
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Who to call at Stratos Wealth Holdings, and when
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Frequently asked
Who acquired Stratos Wealth Holdings?
Stratos Wealth Holdings was acquired by Stratos Wealth Holdings. The deal was reported on April 12, 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 Stratos Wealth Holdings?
Stratos Wealth Holdings's acquisition of Stratos Wealth Holdings was reported on April 12, 2022. Stratos Wealth Enterprises, a Stratos Wealth Holdings ("Stratos") company, announced today that it will make a strategic investment in Rockland, Massachusetts-based wealth management firm Veritas Boston Wealth Management. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
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. It is privately held, operating in Other.
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