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Wealth Enhancement, the Minneapolis-based independent wealth management firm, has announced an agreement to acquire the Shufro-Glass Group of Shufro Rose, a team managing more than $760 million in client assets.
The deal pushes Wealth Enhancement's total client assets past $157 billion.
A Strategic Accumulation, Not a One-Off The acquisition fits a pattern that has become familiar in the registered investment advisor space: a well-capitalized national platform absorbing a high-touch boutique team.
The Shufro-Glass Group operates within Shufro Rose, a firm with established roots in the wealth management business.
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