Wealth Enhancement Group acquires $776 million hybrid

Wealth Enhancement Group acquires $776 million hybrid
The acquisition of Titus Wealth Management and its three offices expands Wealth Enhancement's Northern California presence to eight offices.
JUL 15, 2022

Wealth Enhancement Group, a Minneapolis-based hybrid firm overseeing $54 billion in assets, has acquired Titus Wealth Management, a hybrid RIA overseeing $776 million.

Titus has eight advisers and five support staff and has three offices in San Mateo, Larkspur and Folsom, California. The acquisition expands Wealth Enhancement's Northern California presence to eight offices, the firm said in a press release.

The registered representatives of both Titus and the Wealth Enhancement Group are affiliated with LPL Financial.

Holistic approach helps clients stay the course, says Brinker Capital’s Coviello

Latest News

Trio of advisors switch for 'Happier' times at LPL Financial
Trio of advisors switch for 'Happier' times at LPL Financial

Former Northwestern Mutual advisors join firm for independence.

Indie $8B RIA adds further leadership talent amid growth drive
Indie $8B RIA adds further leadership talent amid growth drive

Executives from LPL Financial, Cresset Partners hired for key roles.

Stock volatility remained low despite risk events
Stock volatility remained low despite risk events

Geopolitical tension has been managed well by the markets.

Fed minutes to provide signals on rate cuts
Fed minutes to provide signals on rate cuts

December cut is still a possiblity.

Trump's tariff talk roils markets, political leaders
Trump's tariff talk roils markets, political leaders

Canada, China among nations to react to president-elect's comments.

SPONSORED The future of prospecting: Say goodbye to cold calls and hello to smart connections

Streamline your outreach with Aidentified's AI-driven solutions

SPONSORED A bumpy start to autumn but more positives ahead

This season’s market volatility: Positioning for rate relief, income growth and the AI rebound