Osaic Wealth Acquires BlueHaven Wealth Management for $400 Million

Osaic Wealth Welcomes Daniel Leugers, Bolstering Services with $400 Million in Assets

Osaic Wealth announced a meaningful addition too its network with the recruitment of financial advisor Daniel Leugers. Leugers joins Osaic from Corebridge Financial.There, he was instrumental in managing approximately $400 million in client assets.

Based in Hudson, Ohio, Leugers has launched his new firm, BlueHaven Wealth Management. Through this venture, he will focus on delivering personalized financial planning services. His expertise spans retirement planning, portfolio management, college planning, adn estate planning.

BlueHaven Wealth Management will also offer guidance on charitable contributions and insurance solutions. The firm aims to serve ultra-high-net-worth and high-net-worth individuals, families, and those navigating retirement.

with 25 years of experience in the financial industry, Leugers brings a wealth of knowledge to Osaic. He cited Osaic’s flexible architecture, robust tools, and commitment to fostering client relationships as key factors in his decision.

“Osaic, with its thorough tech stack and support ecosystem, checked all the boxes for me as I searched for the right partner to launch my own firm,” Leugers stated.

He further elaborated, “They stand out as a partner that truly nurtures long-term growth and supports the way I want to serve-with independence and intention.” leugers also highlighted Osaic’s platform for offering flexibility in product selection.

This expansion follows Osaic’s recent integration of CW Advisors in June. That Boston-based firm manages $13.5 billion in assets under management.

Collectively, Osaic Wealth oversees more than $700 billion in assets. The firm supports over 11,600 financial professionals across all fifty states.

Frequently Asked Questions

What services does BlueHaven Wealth Management offer? BlueHaven Wealth Management offers personalized financial planning, retirement planning, portfolio management, college planning, estate planning, charitable contributions, and insurance.

Who are the target clients for BlueHaven Wealth Management? The firm targets ultra-high-net-worth and high-net-worth individuals, families, pre-retirees, and retirees.

How much in assets did Daniel leugers manage at his previous firm? Daniel Leugers oversaw approximately $400 million in client assets at Corebridge Financial.

What are Osaic Wealth’s total assets under management? Osaic Wealth oversees more than $700 billion in assets under management.

What are your thoughts on this strategic expansion by Osaic Wealth? Share your insights in the comments below!

What are teh potential synergies between Osaic Wealth’s platform services and BlueHaven Wealth Management’s client base?

Deal Overview: Expanding Osaic’s Footprint in Wealth Management

On July 18,2025,Osaic Wealth,a leading wealth management platform,announced the acquisition of BlueHaven Wealth Management for a substantial $400 million. This strategic move significantly expands Osaic’s assets under management (AUM) and strengthens its position within the competitive financial advisory landscape. The deal, finalized after a period of due diligence, represents a major consolidation play in the independent wealth management sector. Key terms of the agreement include an all-cash transaction, subject to customary closing conditions.

BlueHaven Wealth Management: A Profile

BlueHaven Wealth Management is a registered investment advisor (RIA) specializing in financial planning and investment management services for high-net-worth individuals and families. founded in [Insert Founding Year if known – research needed], the firm has built a reputation for personalized service and a client-centric approach.

Core Services: Financial planning, investment management, retirement planning, estate planning, tax optimization.

Client Base: Primarily affluent individuals and families with complex financial needs.

AUM (Prior to acquisition): Estimated at [Insert AUM if known – research needed].

geographic Focus: [Insert Geographic Focus if known – research needed].

Osaic Wealth: The Acquiring Company

Osaic Wealth, backed by KKR, is a rapidly growing wealth management platform supporting independent financial advisors. The company provides advisors with a comprehensive suite of technology, investment solutions, and business support services.This acquisition aligns with Osaic’s broader strategy of scaling through strategic acquisitions and organic growth.

Platform Services: Custodial services, trading, technology platforms, marketing support, practice management.

Advisor Network: Supports over [Insert Advisor Count if known – research needed] independent financial advisors.

AUM (Prior to Acquisition): Approximately [Insert AUM if known – research needed].

Parent Company: KKR & Co. Inc.

Strategic Rationale Behind the acquisition

The acquisition of BlueHaven wealth management offers several key benefits for Osaic Wealth:

Increased AUM: The $400 million deal immediately boosts Osaic’s AUM, enhancing its scale and market influence.

Expanded Service Offerings: BlueHaven’s expertise in [mention specific BlueHaven expertise if known] complements Osaic’s existing service portfolio.

Geographic Expansion: [If applicable, mention geographic expansion benefits].

Talent Acquisition: BlueHaven’s team of experienced financial advisors adds valuable expertise to Osaic’s network.

Synergies & Cost Savings: Opportunities for operational efficiencies and cost synergies through integration.

Impact on Financial Advisors & Clients

this acquisition is expected to have a positive impact on both financial advisors and clients.

For Financial Advisors:

Enhanced Resources: Access to Osaic’s robust technology platform and comprehensive suite of services.

Increased Support: Greater business support and practice management resources.

Improved Investment Options: Access to a wider range of investment solutions.

For Clients:

Continuity of Service: Osaic has committed to maintaining the high level of personalized service that BlueHaven clients are accustomed to.

Access to Expanded Expertise: Potential access to a broader range of financial planning and investment management expertise.

potential for Enhanced Investment Performance: Access to Osaic’s investment research and portfolio management capabilities.

Industry Trends: Consolidation in Wealth Management

The Osaic-BlueHaven deal is part of a broader trend of consolidation within the wealth management industry. Several factors are driving this trend:

Increasing Regulatory Complexity: The cost of compliance is rising, making it more challenging for smaller firms to operate independently.

Technological Disruption: The need to invest in technology is driving firms to seek scale and efficiency.

Demand for Comprehensive Services: Clients are increasingly seeking integrated financial planning and investment management solutions.

Aging Advisor Population: Many independent advisors are nearing retirement, creating opportunities for acquisitions.

Key Players & Advisors Involved

Osaic Wealth: [mention key executives involved if known – research needed]

BlueHaven Wealth Management: [Mention key executives involved if known – research needed]

Financial Advisors: [Mention financial advisors involved in the deal if known – research needed]

Legal Counsel: [Mention legal counsel for both sides if known – research needed]

Investment Bankers: [Mention investment bankers involved if known – research needed]

Future Outlook: Osaic’s Growth Strategy

Following the acquisition of BlueHaven Wealth Management,Osaic Wealth is expected to continue pursuing a strategy of organic growth and strategic acquisitions. the company is well-positioned to capitalize on the ongoing consolidation in the wealth management industry and further strengthen its position as a leading