Wealth Partners Capital Group is an investor in and partner to threenationally recognized RIAs. We provide capital and strategic support to these firms, and assist them in acquiring like-minded RIAs and advisors seeking growth, expanded business capabilities and succession solutions.
The founders of Wealth Partners Capital Group (WPCG) have collectively been one of the most prominent investment groups in the industry, having executed transactions that represent in aggregate over $85 billion in client assets.
WPCG’s mission is to help our three partner firms provide RIA owners, advisors and their clients with access to best-in-class client-first planning and investment capabilities. Whether an advisor is seeking a succession solution for retirement or looking to accelerate growth, our partner firms offer both liquidity and opportunity.
IN CLIENT ASSETS
IN ACQUIRED AUAACROSS PARTNER FIRMS
We have partnered with three renowned wealth management firms to help independent RIAs and advisors achievesuccessful outcomes for themselves and their clients. With our help, our partners provide capital, investment and management expertise, centralized compliance, and state-of-the-art technology and operational infrastructure.
We are experts at investing in and supporting exceptional RIAs. Under our leadership,our predecessor firm became one of the largest investors in independent wealth management firms in the country, growing from zero to $42 billion in AUM in six years.
E: firstname.lastname@example.org P: 561-567-8160
230 Royal Palm Way
Palm Beach, FL 33480
315 Montgomery Street
San Francisco, CA 94105
205 Hudson Street
8th Floor, Suite 126
New York, NY 10013
All Assets Under Advisement (AUA) included on website are approximate, and as of September 30, 2020.