Wealth Partners Capital Group

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.