Beacon Pointe Advisors as acquired Artemis Financial Advisors, based in Boston, and WhiteRock Wealth Management.
The firms will be joining the existing Beacon Pointe Dallas team and contributing to Beacon Pointe’s collective $6 billion in assets under management in the Dallas-Fort Worth region. These strategic additions bring approximately $613 million in assets under management to Beacon Pointe, marking seven transactions for Beacon Pointe this year.
Artemis is a $350 million assets-under-management (AUM), Boston-based, independent, fee-only, wealth management firm dedicated to helping clients achieve their financial, charitable, and retirement goals through tailored financial and investment strategies. It was founded by CEO Leigh Bivings.
WhiteRock Wealth Management with $263 million AUM is a family-owned, registered-investment-advisor (RIA) firm led by David Gurun, president and CIO.
The WhiteRock and Artemis acquisitions formally closed on Nov. 30,
