CTOs on the Move

Wealth Partners Capital Group, LLC

www.wealthpcg.com

 
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. WPCGs 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.
  • Number of Employees: 0-25
  • Annual Revenue: $1-10 Million

Executives

Name Title Contact Details

Similar Companies

US Card Source

US Card Source is a Atlanta, GA-based company in the Financial Services sector.

Waccamaw Bankshares

Waccamaw Bankshares, Inc. is a Whiteville, NC-based company in the Financial Services sector.

The Farmers and Merchants Bank

The Farmers and Merchants Bank is a Adamsville, TN-based company in the Financial Services sector.

MW Bank

MW Bank is a Milwaukee, WI-based company in the Financial Services sector.

BankUSA N.A. Corporate Headquarters

BankUSA N.A. Corporate Headquarters is a Phoenix, AZ-based company in the Financial Services sector.