Wealth Enhancement tops $90B AUM with latest purchase

The private equity-backed firm's acquisition of Levy Wealth, with its more than $1 billion under management, falls in line with the trends driving industry consolidation. By Anand Gupta


https://www.financial-planning.com/news/wealth-enhancements-latest-acquisition-puts-it-over-90b-in-aum?utm_source=dlvr.it&utm_medium=blogger

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