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Sequoia Financial Group To Acquire Cleveland-Based Cirrus Wealth Management

Sequoia Financial Group To Acquire Cleveland-Based Cirrus Wealth Management

07/19/23, 1:34 PM
Location
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Industry
manufacturing
Sequoia Financial Group, LLC (Sequoia), a leading SEC-registered wealth manager with nearly $16 billion in assets under management, today announced it has entered into an agreement to acquire Cirrus Wealth Management (Cirrus), an SEC-registered wealth management firm. The transaction is expected to close on July 31. Financial terms were not disclosed.

Company Info

Company
Sequoia Financial Group
Location
Akron, Ohio, United States
Company info
The firm had approximately $10 billion in client assets as of Dec. 31, 2021.

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