AlphaCore Wealth Acquires Callan Capital

AlphaCore Wealth Acquires Callan Capital

Client News

Related Solutions

WilmerHale has played a leading role in shaping the rules that govern the financial services industry in the United States.
WilmerHale lawyers have decades of experience advising public and private companies in all aspects of mergers and acquisitions.

As announced on March 25, 2025, our client, AlphaCore Wealth Advisory, a San Diego-based independent registered investment advisory firm, has acquired Callan Capital, a San Diego-based wealth management firm overseeing $2.4 billion in assets under advisement. The combination enhances AlphaCore's ultra-high net worth and family office capabilities, and the combined organizations will be one of the largest registered investment advisers in California.

The WilmerHale team advising AlphaCore consisted of Stephanie Evans, Will Myer, Virginia Pavlick, Scott Kilgore, Tim Silva, Bill Caporizzo, Carolyn Cody, Nathan Moore, Alex Dean and Lorri Strizich.

Notice

Unless you are an existing client, before communicating with WilmerHale by e-mail (or otherwise), please read the Disclaimer referenced by this link.(The Disclaimer is also accessible from the opening of this website). As noted therein, until you have received from us a written statement that we represent you in a particular manner (an "engagement letter") you should not send to us any confidential information about any such matter. After we have undertaken representation of you concerning a matter, you will be our client, and we may thereafter exchange confidential information freely.

Thank you for your interest in WilmerHale.

I Accept Cancel