Acquisition related
Weinand Financial Inc.
Weinand Financial → Wealth Enhancement Group
What changed
Weinand Financial was acquired by Wealth Enhancement Group; team of one adviser and four support professionals.
- Reported / discovered
- Aug 19, 2026
- Effective
- Not reported
- New role
- Financial Adviser
- Previous role
- Not reported
- Market
- Olympia, WA
- Reported book
- $644M
- Reported team size
- 5 people
- Named people
- 1
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
PLANADVISER ↗Aug 19, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
2 observations consolidated into one event.
Oct 2, 2026Source evidence reconciled