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The Wealth Alliance

MELVILLE, NY
CRD: 305052
In network coverage since September 25, 2026 · 1 story
$2.1BRegulatory AUMSEC Form ADV · Nov 7
29EmployeesForm ADV
Regulatory AUM · Sep 26 – Nov 7
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M&A

Verdence's second deal tests whether the roll-up can staff itself

Two acquisitions since April and three open C-suite seats say the deal pipeline and the hiring plan are the same pipeline.
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