Source: The DI Wire

CJM: Private Equity-Backed Wealth Enhancement Group Buys $446 Million Hybrid RIA

Wealth Enhancement Group, an independent wealth management firm backed by TA Associates that oversees $19.4 billion in client assets, has purchased CJM Wealth Management, a hybrid registered investment adviser based in the New York Metro Area with $446 million in client assets. Financial terms of the transaction, which closed September 1, were not disclosed. CJM [...] The post Private Equity-Backed Wealth Enhancement Group Buys $446 Million Hybrid RIA appeared first on The DI Wire.

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Est. Annual Revenue
$100K-5.0M
Est. Employees
1-25
Charles Massimo's photo - President & CEO of CJM

President & CEO

Charles Massimo

CEO Approval Rating

90/100

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