Wealth Partners Capital Group, LLC Employee Directory
Financial ServicesFlorida, United States11-50 Employees
Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors, True North Advisors, The Wealth Alliance and MCF Advisors. WPCG’s mission, in partnership with these RIAs, is to identify, value, negotiate with and acquire smaller wealth advisory practices, and merge them into its partner firms. As of June 30, 2025, WPCG has executed 167 M&A transactions on behalf of its partner firms, representing over $65 billion in acquired AUA.