Us In The News: Wealth Enhancement Group Buys Los Angeles Firm

by international-adviser.com posted 3weeks ago 2 views
A round-up of people moves and M&A deals across North America. : Access full content on the International Adviser site, access your saved articles, control email preferences and amend your account details The independent wealth management firm has acquired Oakwood Capital Management, a Los Angeles-based independent registered investment adviser (RIA) firm. Founded in 1998 by president and chief executive Bruce Mandel, Oakwood Capital Management is Wealth Enhancement Group’s second southern California acquisition, following the addition of Pillar Pacific Capital Management on 1 June.

In this article

No tags related to this article.