pe sponsor
Summit Partners
BOSTON, MA
CRD: 135271
In network coverage since September 30, 2026 · 2 stories
$42BRegulatory AUMSEC Form ADV · Oct 24
218EmployeesForm ADV
Regulatory AUM · Oct 3 – Oct 24
Network coverage
M&A
Wealth Enhancement agrees to buy RWA Wealth Partners, a $22 billion Boston RIA
The Minneapolis acquirer says the deal, expected to close in the fourth quarter, would be its largest to date and take it past $187.1 billion in client advisory, trust and brokerage assets.