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acquisitionAnnounced · Apr 28, 2026wealth managementSource · CredibleArticle · Factual
Waverly Advisors acquires TruWealth Advisors
David Najork · Founding Software Engineer
Announced · Updated · 1 min read
Deal value
$3.1B
Target
TruWealth Advisors
Acquirer
Waverly Advisors
Full Acquisition
Status
Completed
Waverly Advisors agreed to acquire TruWealth Advisors. Reported deal value: $3.1B. Status: Completed. Sector: wealth management. Target headquarters context: Location not specified.
This page summarizes publicly available information about the transaction as of 2026-04-28. Figures and status may change as filings and press coverage update.
TruWealth Advisors founder Chuck Simmons Waverly Advisors , an acquisitive Birmingham , Ala.-based registered investment advisor, has purchased TruWealth Advisors , a $3.1 billion wealth management firm based in the greater New Orleans area
Deal timeline
Announced
Apr 28, 2026 · wealthmanagement.com
Additional milestones (proxy, vote, close) appear as filings and press updates are indexed.
Sector context
This transaction is classified in wealth management with a reported deal value of $3.1B. Figures and status may change as sources update.
Sources: wealthmanagement.com · Primary article · FireStrike proprietary index