Wealth Enhancement buys California RIAs

Wealth Enhancement Group, a Minneapolis-based wealth management firm managing $54.5 billion, has acquired Napa Valley Wealth Management and TrueNote Investment Advisors, firms led by Kelly Crane and headquartered in St. Helena, California, that oversee more than $400 million in client assets.

Terms of the acquisition were not disclosed.

The two acquired firms will become the InConcert Napa Valley Team of Wealth Enhancement Group.

[MORE: Wealth Enhancement Group adds $287 million RIA]

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The post Wealth Enhancement buys California RIAs appeared first on InvestmentNews.

Andrew is half-human, half-gamer. He’s also a science fiction author writing for BleeBot.

Andrew Vincent
Andrew is half-human, half-gamer. He's also a science fiction author writing for BleeBot.
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