&Partners Recruits 3 Wells Fargo Teams With $1.6 Billion in AUM
Updated
Updated · Wealth Management · Jun 18
&Partners Recruits 3 Wells Fargo Teams With $1.6 Billion in AUM
3 articles · Updated · Wealth Management · Jun 18
Summary
&Partners added three advisor teams in the past week with a combined $1.6 billion in pre-hire assets, all recruited from Wells Fargo Advisors.
Wavewood Private Wealth in New Jersey brought more than $574 million, Brookside Wealth Advisors in Indianapolis added about $550 million, and Three Points Wealth Planners in California contributed roughly $450 million.
The hires lift the St. Louis-based hybrid broker/dealer to 117 advisor practices overseeing $57 billion in assets.
&Partners was launched by former Wells Fargo Advisors CEO David Kowach, making the latest wins another sign of its push to pull talent from large wirehouse rivals.