Products
Integrations
Services
Company
FUNDRAISING NEWS | January 28, 2025
Tags: RIA, Mergers / Acquisitions
Mission Wealth announced that it has acquired Houston-based RIA Logic Capital Management, adding $400M in client assets in its first transaction of the year and its largest integration to date.
Founded in 2005, Logic Capital Management provides tailored investment advisory services and pension consultancy for clients. The partnership marks Mission Wealth’s entry to the Houston market. Logic Capital founder Toby Whitby and senior wealth advisor Donnie Roberts become Mission Wealth’s 50th and 51st equity partners and are joined in the move by wealth advisor Paige Gunn and senior client service representative Mallory Blanton.
On November 6, 2024, Dakota reported that Mission Wealth had sealed a merger with San Rafael, CA-based JLFranklin Wealth Planning, adding $235M in assets. Mission said the addition of Logic brings its total client count to over 3,900, with total AUM of $10.6B.
Written By: Dakota
April 24, 2024
September 30, 2024
January 02, 2025
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2024 | Terms of Use | Privacy Policy | California Privacy Policy