Wealth Partners Capital Group, LLC logo

Wealth Partners Capital Group, LLC jobs and careers

Palm Beach, United States

About Wealth Partners Capital Group, LLC

Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to six nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors and True North 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 September 30, 2024, WPCG has executed 125 M&A transactions on behalf of its partner firms, representing over $45 billion in acquired AUA.

Employees
11 to 50
Headquarters
Palm Beach

Leadership

The top of Wealth Partners Capital Group, LLC's org chart, with how many people report into each leader.

JPhoto of John

John

Founding Partner

17 reports

NT

Nicholas Trepp

Partner, Head Of Corporate Development

9 reports

PLPhoto of Paul Lawler

Paul Lawler

General Counsel

3 reports

BD

Brett Dewing

Senior Director Of Finance

1 report

PHPhoto of Parker Holbrook

Parker Holbrook

Director

Jobs at Wealth Partners Capital Group, LLC

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