Recent Wealth Management Acquisitions in Arkansas
Acquisition Volume in Wealth Management in Arkansas by Year
Last 5 years
Actual
Full-year estimate
-
- Buyer
- Sowell Management
- Target
- Sector Grid Advisors (rebranded as Trek Wealth Solutions)
- Industry
- Wealth Management
- Location
- Arkansas, United States
- Type
- Buyout
Sowell Management, a North Little Rock–based Registered Investment Advisor, has acquired Sector Grid Advisors, an independent advisory team in Rogers, Arkansas, bringing $120 million in assets and two advisors under Sowell's RIA platform. The team has been rebranded as Trek Wealth Solutions and Sowell opened a Northwest Arkansas office as part of a push into the region and advisor succession/M&A growth strategy.
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