Wealth Partners Capital Group, LLC
Financial Services
Palm Beach, FL 3,716 followers
About us
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
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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
Locations
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Primary
230 Royal Palm Way
Suite 201
Palm Beach, FL 33480, US
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315 Montgomery St.
Suite 1014
San Francisco, CA 94105, US
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180 Varick St.
Suite 1128
New York, New York 10014, US