Wealth Management Acquisitions in Nevada
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- Buyer
- Simon Quick Advisors
- Target
- Proquility Private Wealth Partners
- Industry
- Wealth Management
- Location
- Nevada, United States
- Type
- Buyout
Simon Quick Advisors, a national independent wealth management and multi-family office, has acquired Las Vegas–based Proquility Private Wealth Partners to expand its national footprint and add a planning-led advisory team. Proquility's advisors and client relationships will remain intact while gaining access to Simon Quick's broader platform, infrastructure, and investment and planning capabilities.
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November 29, 2022
- Buyer
- Wealthspire Advisors LLC (an NFP company)
- Target
- Sage Financial Advisors, Inc.
- Industry
- Wealth Management
- Location
- Nevada, United States
- Type
- Buyout
Wealthspire Advisors LLC (an NFP company) signed an agreement to acquire Sage Financial Advisors, Inc., a Nevada-based registered investment advisor that manages approximately $194 million in assets and maintains an office in Reno. The deal expands Wealthspire’s presence in the western U.S.; the transaction is expected to close in Q4 2022, subject to customary approvals.
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