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FUNDRAISING NEWS | September 06, 2024

WEG Welcomes Newly Acquired Philadelphia FA Team

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Wealth Enhancement Group has expanded its East Coast presence by acquiring a Philadelphia-based hybrid registered investment advisor firm. The newly acquired 16-person unit, known as the Levy-Clatterbuck-Robostello Team, oversees over $1.3 billion in assets. The team was previously affiliated with LPL Financial and is led by Senior Vice Presidents Victor Levy, Michael Clatterbuck, and Joseph Robostello, who collectively have 70 years of financial services experience. 

The trio were principal owners of RIA Levy Wealth Management Group, which was established in 2013. They were attracted to Wealth Enhancement Group for its comprehensive resources and commitment to technology, investment efficiency, and client care. 

Levy first registered in 1994 and joined LPL in 2004, while Clatterbuck registered in 2000 and moved to LPL in the same year as Levy. Robostello entered the industry in 2007 and joined LPL in 2013. Advisor Jason Lawrence, an 18-year veteran, and advisors Timothy DeCarolis and Wesley Wasserman, with three years of experience combined, are also part of the team. The unit also includes a support staff of 10. 

Wealth Enhancement Group has made 11 acquisitions so far this year.

To view the press release, click here. 

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Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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