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FUNDRAISING NEWS | January 07, 2025
Tags: RIA, Mergers / Acquisitions
Wealth Enhancement announced the acquisition of Boston-based hybrid RIA Scribner Team, adding $111M in client assets and bringing the firm’s total client assets to nearly $103B.
Led by Mark Scribner, Michelle Scribner, and John Vassello, the Scribner group has a collective 65 years of experience in working with C-suite executives, ultra-high-net-worth, and high-net-worth clients in Greater Boston and beyond.
Wealth Enhancement CEO Jeff Dekko said in a statement that the acquisition further strengthens the firm’s reach in Northeastern. In July, Wealth Enhancement acquired central Massachusetts hybrid RIA Peak Financial Services, which added $123M in AUM. The Scribner acquisition closed on December 31, marking Wealth Enhancement’s 19th transaction in 2024.
Written By: Dakota
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