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ria

Weinand Financial

In PWD coverage since August 18, 2026 · 3 stories
3Deals on our tracker
Deal recordFull tracker →
Aug 17, 26Deal announcedWealth Enhancement · $644M — coverage
Aug 14, 26Deal closedWealth Enhancement · $644M — coverage
Jul 31, 25Deal announcedWealth Enhancement · $644
PWD coverage
exit

A $644M solo practice finds an exit in a $160B aggregator

The sale of Weinand Financial, a one-advisor firm, shows a working exit for sub-$1B practices.
The Close · Aug 19A founder exit: Wealth Enhancement buys Weinand's $644M
M&A · Aug 18Wealth Enhancement buys a $644 million Washington State tuck-in
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