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Private Wealth Daily
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Weinand Financial

LACEY, WA
CRD: 328590
In network coverage since August 18, 2026 · 4 stories
$610MRegulatory AUMSEC Form ADV · Oct 24
5EmployeesForm ADV
3Deals on our tracker
Regulatory AUM · Aug 22 – Oct 24
Deal recordFull tracker →
Aug 17, 26Deal announcedWealth Enhancement · $644M — coverage
Aug 14, 26Deal closedWealth Enhancement · $644M — coverage
Jul 31, 25Deal announcedWealth Enhancement · $644
Network coverage
Succession & selling a firm

A free exit score is resettling RIA prices

FP Transitions' 1-to-100 tool weights profit over AUM, and Stratos's name-preserving deal shows buyers are already paying for cash flow.
Succession & selling a firm · Aug 19A $644M solo practice finds an exit in a $160B aggregator
The Close · Aug 19A founder exit: Wealth Enhancement buys Weinand's $644M
M&A · Aug 18Wealth Enhancement buys a $644 million Washington State tuck-in
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