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Wednesday, September 30, 2026The Morning Brief →Sign in
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Summit Partners

In PWD coverage since September 30, 2026 · 2 stories
PWD 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.
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