Wealth Enhancement, a Minneapolis-based registered investment advisor with over $131 billion in client assets, has acquired L.M. Kohn & Company, a hybrid RIA with $2.2 billion in assets and 23 employees. The deal expands Wealth Enhancement’s presence across the Midwest and South. L.M. Kohn specializes in financial planning and small business benefits consulting. Larry Kohn, founder and CEO, built a legacy of exceptional service. The transaction closed on Dec. 6, with Echelon Partners advising L.M. Kohn. Wealth Enhancement, owned by private equity firms and employees, recently acquired FPG Private Wealth.
Read more at Yahoo Finance: Wealth Enhancement Buys $2.2B Hybrid RIA L.M. Kohn
