Wealth Partners Capital Group, LLC

Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to six nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors and True North Advisors. WPCG’s mission, in partnership with these RIAs, is to identify, value, negotiate with and acquire smaller wealth advisory practices, and merge them into its partner firms. As of June 30, 2024, WPCG has executed 118 M&A transactions on behalf of its partner firms, representing over $43 billion in acquired AUA.

Website

http://wealthpcg.com/

External link for Wealth Partners Capital Group, LLC

Industry

Financial Services

Company size

11-50 employees

Headquarters

Palm Beach, FL

Type

Partnership

Founded

2017