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Tacoma RIA Acquired by LA Wealth Manager — Financial Services M&A

Announced
Financial ServicesWashingtonAdd-on

Deal Summary

A Tacoma-based wealth management RIA was acquired by a Los Angeles wealth manager with about $10B in assets.

Key Details

Reported Value
$10 billion

Source

Read full article on news.google.com

via GN - wealth management RIA · March 27, 2026

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