Beacon Pointe acquires $610 million North Carolina RIA : vim

Beacon Pointe acquires $610 million North Carolina RIA


Beacon Pointe acquires $610 million North Carolina RIA
DMJ Wealth Advisors, which has four offices throughout the state, will be renamed Beacon Pointe North Carolina.
May 3, 2021
Beacon Pointe Advisors, a Newport Beach, California-based registered investment adviser managing $10 billion, has acquired DMJ Wealth Advisors, which manages $610 million through four offices in North Carolina, from an accounting firm, DMJ & Co.
The acquired firm has been renamed Beacon Pointe North Carolina and will continue to work with DMJ & Co., as 70% of the wealth management firm’s clients use the services of the accounting firm.
DMJ Wealth Advisors is led by Charles (Chuck) Carrick, Sheryl Austin and Jeff Hwang.

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