pe sponsor
TA Associates
BOSTON, MA
CRD: 156699
In PWD coverage since August 19, 2026 · 1 story
$55.1BRegulatory AUMSEC Form ADV · Aug 21
266EmployeesForm ADV
PWD coverage
exit
A $644M solo practice finds an exit in a $160B aggregator
The sale of Weinand Financial, a one-advisor firm, shows a working exit for sub-$1B practices.