Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to six nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors and True North Advisors. WPCG’s mission, in partnership with these RIAs, is to identify, value, negotiate with and acquire smaller wealth advisory practices, and merge them into its partner firms. As of March 31, 2024, WPCG has executed 112 M&A transactions on behalf of its partner firms, representing over $40 billion in acquired AUA.
View Top Employees from Wealth Partners Capital Group, LLC| Website | http://wealthpcg.com/ |
| Revenue | $14.1 million |
| Employees | 27 (27 on RocketReach) |
| Founded | 2017 |
| Address | 230 Royal Palm Way Suite 201, Palm Beach, Florida 33480, US |
| Phone | (561) 567-8160 |
| Technologies |
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| Industry | Financial Services, Finance General, Finance |
| Competitors | Durbin Bennett - Private Wealth Management, LLC, Klingenstein Fields Advisors, Korea Finance Society (KFS), Mill Creek Capital Advisors, STONEHAVEN, LLC |
| SIC | SIC Code 67 Companies, SIC Code 679 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
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Wealth Partners Capital Group, LLC Questions
The Wealth Partners Capital Group, LLC annual revenue was $14.1 million in 2024.
27 people are employed at Wealth Partners Capital Group, LLC.
Wealth Partners Capital Group, LLC is based in Palm Beach, Florida.
The NAICS codes for Wealth Partners Capital Group, LLC are [523, 5239, 52].
The SIC codes for Wealth Partners Capital Group, LLC are [67, 679].
Top Wealth Partners Capital Group, LLC Employees
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Andrew Goldman
Associate General Counsel at Wealth Partners Capital Group, LLC
Palm Beach Gardens, FL, US5+2 -
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