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Home·Deals·wealth management·Waverly Advisors acquires TruWealth Advisors
SEO URLwww.firestrike.ai/deals/truwealth-advisors-waverly-advisors-acquisition-2026-2
acquisitionAnnounced · Apr 30, 2026wealth managementSource · Community DiscussionsArticle · Factual
TruWealth Advisors
Waverly Advisors
TruWealth Advisors · Waverly Advisors

Waverly Advisors acquires TruWealth Advisors

David Najork
David Najork · Founding Software Engineer
Announced · Updated · 1 min read
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Deal value
$3.1B
Target
TruWealth Advisors
TruWealth Advisors
Acquirer
Waverly Advisors
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 2026-04-30. Figures and status may change as filings and press coverage update.

Dreamstime.com Waverly Advisors , LLC has acquired TruWealth Advisors , a $3.1 billion wealth management firm based in the greater New Orleans area with offices in Mandeville and Metairie, Louisiana

Deal timeline

Announced
Apr 30, 2026 · 401kspecialistmag.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: 401kspecialistmag.com · Primary article · FireStrike proprietary index