pe sponsor
TA Associates
In PWD coverage since August 19, 2026 · 1 story
PWD coverage
exit
A $644M solo practice finds an exit in a $160B aggregator
The sale of Weinand Financial, a one-advisor firm, shows a working exit for sub-$1B practices.
The private wealth industry in four minutes, every weekday at 6:30 a.m. ET. Free.