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Wealth Enhancement to buy independent RIA AEGIS Financial
Yahoo Finance· 2025-12-19 09:40
Wealth Enhancement is set to acquire AEGIS Financial, an independent registered investment adviser (RIA) operating in Oshkosh, Milwaukee, and Appleton in the US state of Wisconsin. AEGIS Financial’s team, consisting of five advisers and 10 support staff, manages client assets exceeding $468m. It is spearheaded by president William Bowman. The company offers a range of services, including financial planning, retirement, estate planning, wealth transfer, tax mitigation, and investment strategy. AEGIS Fin ...