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.
John
Founding Partner
17 reports
Nicholas Trepp
Partner, Head Of Corporate Development
9 reports
Paul Lawler
General Counsel
3 reports
Brett Dewing
Senior Director Of Finance
1 report
Parker Holbrook
Director
Jobs at Wealth Partners Capital Group, LLC
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