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Saturday, October 3, 2026The Morning Brief →Sign in
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Jim Cahn

In PWD coverage since August 18, 2026 · 4 stories
PWD coverage
M&A

Wealth Enhancement adds a $376 million Virginia tuck-in

The four-person Glen Allen team brings a wirehouse-to-independent-to-consolidator arc to a buyer already stacking small deals this summer.
exit · Aug 19A $644M solo practice finds an exit in a $160B aggregator
The Close · Aug 19A founder exit: Wealth Enhancement buys Weinand's $644M
M&A · Aug 18Wealth Enhancement buys a $644 million Washington State tuck-in
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