Tentt

Wealth Manager to Acquire Tacoma RIA Add-On

Announced
Financial ServicesWashingtonAdd-on

Deal Overview

A Tacoma-based wealth-management firm is the subject of an announced add-on acquisition by an LA wealth manager with $10 billion in assets. The article does not provide deal price or the name of the acquired firm.

The transaction is described as an add-on within wealth-management and RIA services, implying the buyer is expanding its platform through a regional acquisition in the Tacoma market.

Source

Read full article on news.google.com

via GN - wealth management RIA · March 27, 2026

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