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Over $299 million in client assets transfer to Wealth Enhancement through its acquisition of Trippon Wealth Management Group and the group's associated tax practice, bringing the Minneapolis firm's stated total to more than $158.5 billion.
Wealth Enhancement released the announcement July 16, 2026. The asset math Trippon's client book, stated at over $299 million, is the addition that pushes Wealth Enhancement past $158.5 billion in combined assets.
Taking the two reported figures together: the post-close total implies Wealth Enhancement held roughly $158.2 billion before the deal. Trippon's book is below 0.2% of the combined platform at those stated figures.
No transaction price or financial terms appeared in the announcement. What the deal covers Two entities move under the agreement: Trippon Wealth Management Group and a tax practice associated with that group.
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