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Wealth Enhancement acquires Wise Wealth
Yahoo Finance· 2025-11-05 11:06
US-based Wealth Enhancement has acquired independent registered investment adviser (RIA) Wise Wealth for an undisclosed amount. The transaction represents Wealth Enhancement’s 100th acquisition and adds Wise Wealth’s $464m in client assets to its existing portfolio, bringing total client assets to over $125bn. Wealth Enhancement CEO Jeff Dekko said: “Wise Wealth is a premier, planning-focused firm in the greater Kansas City market that we are grateful to welcome to Wealth Enhancement. “We look forward t ...