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Wealth Enhancement Group Announces Acquisition of Los Angeles-Based Oakwood Capital Management, an Independent RIA with $1.04 Billion in Client Assets

MINNEAPOLIS, July 8, 2021 — Wealth Enhancement Group, an independent wealth management firm, today announced that it has acquired Oakwood Capital Management, a Los Angeles-based independent RIA with $1.04 billion in total client assets. Upon closing of the transaction, Wealth Enhancement Group’s total client assets are expected to exceed $37 billion.*
Jul 8, 2021
Media appearances

Financial Advisor: Wealth Enhancement Group Acquires $1B Los Angeles RIA

Minneapolis-based Wealth Enhancement Group announced today that it has acquired Oakwood Capital Management, a Los Angeles-based RIA. The acquisition brings to Wealth Enhancement Group another $1.04 billion in AUM, raising its total client assets above $37 billion, according to the announcement.
Jul 7, 2021