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OneSeven Acquires TruClarity Wealth Advisors to Expand Suite of Services
Thursday 25 May 2023

US-based wealth management firm OneSeven has acquired Florida-based registered investment adviser TruClarity Wealth Advisors to boost OneSeven's advisor base, the company said.

Terms of the transaction were not disclosed.

The acquisition signifies a significant milestone for both companies, with a combined total AUM of over USD 3.1bn per the most recent ADV filings.

OneSeven's approach equips advisors with unparalleled support and industry-leading tools. The OneSeven Power Base offers advisors support with legal and compliance, finance, brand, practice development, technology, and advisor services.

By joining forces with OneSeven, TruClarity Wealth Advisors gains access to an expanded suite of services that can be provided to the newly onboarded advisors and team.
Date Published: 25/05/2023