Wealth Partners Capital Group, LLC
Wesley K. is an M&A Associate at Wealth Partners Capital Group, LLC since March 2024, focusing on identifying, valuing, and acquiring smaller wealth advisory practices to integrate into partner firms. Prior experience includes roles at PitchBook Data as a Business Development Associate II, as well as starting as a Sales Development Representative, contributing to business growth from July 2022 to March 2024. Additionally, Wesley participated in the Venture Institute's inaugural cohort at VC Lab, gaining expertise in deal origination, fund administration, operations, fundraising, economics, and firm structures. Wesley holds a degree from Penn State University.
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Wealth Partners Capital Group, LLC
Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to six nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors and True North Advisors. WPCG’s mission, in partnership with these RIAs, is to identify, value, negotiate with and acquire smaller wealth advisory practices, and merge them into its partner firms. As of September 30, 2024, WPCG has executed 125 M&A transactions on behalf of its partner firms, representing over $45 billion in acquired AUA.