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Wealth Partners Capital Group, LLC

revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50

Frequently Asked Questions About Wealth Partners Capital Group, LLC

What does Wealth partners capital group, llc do?+

Wealth Partners Capital Group (WPCG) serves as an investor in and partner to six nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors and True North Advisors. WPCGs mission, in partnership with these RIAs, is to identify, value, negotiate with and acquire smaller wealth advisory practices, and merge them into its partner firms. As of March 31, 2024, WPCG has executed 112 M&A transactions on behalf of its partner firms, representing over $40 billion in acquired AUA

What is Wealth partners capital group, llc's HQ phone number? +

Wealth partners capital group, llc's HQ phone number is +56 15678160

What is Wealth partners capital group, llc's revenue? +

Wealth partners capital group, llc's revenue is 11m - 100m

What is Wealth partners capital group, llc's company size? +

Wealth partners capital group, llc has 11 - 50 employees.

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