Queen Saenz + Schutz PLLC represented Price Wealth – an Austin-based independent wealth advisor with over $1.4 billion in client assets – in its recent sale to Englewood, New Jersey-based Pathstone, a portfolio company of Lovell Minnick. Transaction terms were not disclosed.
Pathstone offers investment and wealth management services to high-net-worth clients, family offices and institutions. With the addition of Price Wealth, Pathstone now has 10 offices serving clients with a collective $22 billion in total advisory assets.
More information on Price Wealth, Pathstone and the transaction may be found here.