RIA News: WEG Hits $55B; Evolv Launches; Choreo Crosses $14.5B

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  • 01 mins 33 secs
Wealth Enhancement Group is growing its client, advisory, trust and brokerage assets to more than $55 billion and expanding its presence on the West Coast through the acquisition of BTR Capital Management. Alphastar Capital Management and the founders of Crown Wealth Group are launching a new multi-family office platform called Evolv Family Wealth. Choreo announced that it is buying Cherry Bekaert Wealth Management, which grows Choreo’s total assets under management and advisement to about $14.5 billion.
Channel: RIA TV
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