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Wealth Enhancement Group

Plymouth, Minnesota, United Stateswealthenhancement.com1expert edge

Minnesota-based Mega RIA (#7 by Barron's 2025) managing ~$160B in client assets. Offers retirement planning, investment management, tax strategies, estate planning on team-based 'Roundtable' model. Active acquirer with 22+ deals in 2026.

Why interesting to a deal team

Prime $7B+ acquisition target with Carlyle/Bain bidding (DeVoe advising seller). Demonstrates buyer appetite for $160B scale platforms. Shows integration complexity and valuation benchmarks at upper scale tier.

Experts connected to this company

DD

David DeVoe

Founder and CEO

DeVoe & Company

BankerSan Francisco

As founder of the industry's leading RIA M&A bank and data source, DeVoe sees nearly every major wealth-management deal before it's public.

Sources