WE ARE PLEASED TO ANNOUNCE OUR PARTNERSHIP WITH APELLA CAPITAL

Press Release: Apella Capital to Establish Partnership with Wealth Partners Capital Group

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WITH OUR PARTNERS, WE INVEST IN YOUR

CLIENTSBUSINESSFUTURE

Wealth Partners Capital Group is an investor in and partner to three nationally 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.

OUR APPROACH

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 $120 billion in client assets.

WPCG’s mission is to help our partner firms provide RIA owners, IBD teams, 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.

$31B

IN CURRENT PARTNER FIRM
CLIENT ASSETS
(AUA)

$11.5B

IN ACQUIRED AUA ACROSS PARTNER FIRMS

70+

ACQUISITIONS EXECUTED
(collectively)

$200M

BALANCE SHEET
(consolidated)

OUR HISTORY

2017, JUN
WPCG launches with investments in 3 partner firms: EP Wealth Advisors, Forbes Family Trust and MAI Capital Management
2018, DEC
5 acquisitions completed with partner firms since launch, representing >$1B in acquired assets
2019, DEC
17 acquisitions completed with partner firms since launch, representing >$6B in acquired assets
2020, FEB
MAI Capital Management announces Curi Capital JV
2020, AUG
WPCG joined by Berkshire Partners as co-investor in EP Wealth Advisors
2020, SEP
MAI Capital Management announces formal launch of MAI Sports + Entertainment division
2020, DEC
24 acquisitions completed with partner firms since launch, representing >$10B in acquired assets
2021, JAN
WPCG initiates investment in fourth partner firm, Merit Financial Advisors
2021, FEB
Forbes Family Trust and Stanhope Capital complete merger to create $26B global wealth management firm

OUR PARTNERS

We have partnered with industry-leading wealth management firms to help independent RIAs, IBD teams and advisors achieve successful 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.

OUR TEAM

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.

JOHN W. COPELAND
Managing Partner
RICH P. GILL
Senior Partner
SEAN P. BRESNAN
Partner
ALLISON B. SEMPIER
Principal
NICHOLAS M. TREPP
Principal
PAUL S. LAWLER
Corporate Counsel
COLIN L. MCKEE
Associate Corporate Counsel
DANIEL W. STANTON
Director
CHRISTOPHER A. DIAZ
Director
MAC J. SELVERIAN
Director
JILLIAN R. ROM
Senior Associate
SEAN R. MCALOON
Associate
SHANNON R. WESTHEAD
Associate
PARKER HOLBROOK
Associate
MADISON SNIDER
Associate
MICHELLE R. NADEAU
Analyst
ADRIEN A. ALBRITTON
Administrative Assistant
KATHLEEN E. KEATING
Compliance Consultant

NEWS & PRESS

4 Key Olympic Lessons for Advisers

Investment News - September 2, 2021

EP Wealth Acquires NewFocus Financial

LA Business Journal - January 25, 2021

MAI Capital pushes past $7 billion with more growth in store

Crain's Cleveland Business - May 2, 2020

How to serve doctors during a pandemic

Citywire - April 15, 2020

Richard Buoncore of MAI Capital Management

Financial Advisor IQ - March 30, 2020

EP Wealth Advisors Acquires Guidant Wealth Advisors

Press Release - January 6, 2020

MAI Capital Management Acquires J.M. Hartwell

Press Release - January 6, 2020

How to Become an Attractive Buyer or Seller in a Hot M&A Market

Diamond Consultants Podcast - October 28, 2019

One M&A Player Gives Purchasing Power Back to the FAs it Buys

Financial Advisor IQ - February 15, 2018

EP Wealth Advisors Acquires Millie Capital Management

InvestmentNews - February 13, 2018

Wealth Partners M&A Strategy Begins To Pay Off

Financial Planning - February 12, 2018

Best Ways RIAs Can Access Capital

Financial Planning - December 7, 2017

Dealmakers Live with Rick Buoncore

Smart Business - November 17, 2017

NCAA Pay-To-Play Scandal Just Tip Of Iceberg, Advisors Say

Financial Advisor - October 20, 2017

Voices Of Experience

Financial Advisor - October 2, 2017

Childhood Buddies Manage Billions at EP Wealth Advisors

The Beach Reporter - August 3, 2017

Hungry Acquisitor Hits RIA Aggregator Scene

Financial Advisor IQ - July 13, 2017

MAI to Pursue Acquisitions with Minority Investment from WPCG

Crain's Cleveland Business - July 10, 2017

New Buyer, Wealth Partners, Targets Smaller RIA Firms

Financial Planning - July 10, 2017

AWARDS

CONTACT US

E: contact@wealthpcg.com P: 561-567-8160

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PALM BEACH OFFICE

230 Royal Palm Way
Suite 201
Palm Beach, FL 33480

SAN FRANCISCO OFFICE

315 Montgomery Street
Suite 1014
San Francisco, CA 94105

NEW YORK CITY OFFICE

180 Varick Street
Suite 1514
New York, NY 10014

All Assets Under Advisement (AUA) included on website are approximate, and as of June 30, 2021.

 

All Assets Under Advisement (AUA) included on website are approximate, and as of June 30, 2021.