Acquiring Company
WA Asset Management
Acquired Company
Wealth Partners Capital Group
Description
WA Asset Management (“WAAM”), a registered investment adviser (“RIA”) that specializes in investment management, financial planning and wealth management solutions for a diverse group of high-net-worth individuals, corporate retirement plans and institutional clients, has acquired BT Wealth Management, LLC (“BTWM”). This strategic expansion into Atlanta and Savannah, Georgia, creates new advantages for the firm while building the foundation for future growth throughout the region and beyond.
Quick answer
WA Asset Management is acquiring Wealth Partners Capital Group, announced July 6, 2022.
- How much did WA Asset Management pay for Wealth Partners Capital Group?
- The deal value was not disclosed.
- What does WA Asset Management do?
- WA Asset Management (“WAAM”) is a fee-only registered investment adviser that serves the investment management and wealth planning needs of a diverse group of clients, including high-net-worth individuals and families,..
Source: Fundz verified event record.
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Who to call at WA Asset Management, and when
When WA Asset Management changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day WA Asset Management raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at WA Asset Management, from your own LinkedIn network
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Fundz sees it the moment WA Asset Management makes an acquisition, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Frequently asked
Who acquired Wealth Partners Capital Group?
Wealth Partners Capital Group was acquired by WA Asset Management. The deal was reported on July 6, 2022. WA Asset Management is privately held and operates in Financial Services.
When did WA Asset Management acquire Wealth Partners Capital Group?
WA Asset Management's acquisition of Wealth Partners Capital Group was reported on July 6, 2022. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Wealth Partners Capital Group do?
Wealth Partners Capital Group (“WPCG”) is a financial services holding company, which has partnered with EP Wealth Advisors (“EP Wealth”). It is privately held, operating in Other.
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