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Wealth Enhancement Group, an unbiased wealth agency, says that its advisors are working with $81.3 billion in consumer property, together with over $4 billion of brokerage property held at LPL Monetary, as of March 31. It additionally made three key management appointments amid its continued progress in strategic markets and different developments.
Final yr, the agency introduced or closed 18 acquisitions, and to date in 2024, it has struck 5 transactions. The agency now has 115 workplaces throughout 26 states, together with 17 in California, 15 in Minnesota, 11 in New York and 10 in Florida.
In 2023, Wealth Enhancement’s complete asset inflows from new and present purchasers growing by 22% over the earlier yr, it’s highest degree but. Based on its announcement Moday, the expansion was fueled by various sources, together with centralized digital advertising, companion referral applications and advisor-generated referrals.
“Reaching these important milestones underscores our dedication to offering best-in-class monetary recommendation and increasing our attain to serve extra people,” CEO Jeff Dekko stated in an announcement. “Our progress trajectory continues this yr, and we’re wanting to progress ahead as a number one RIA platform.”
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