Overview

I have a Wealth Management firm and a sister CPA firm that has extensive expertise representing clients in the performing and creative arts (multi-family office), executives, and those nearing or in retirement. I am interested in acquiring an RIA practice in the Conejo, or San Fernando Valleys, as well as Ventura, Santa Barbara, San Bernardino, Riverside, Orange, and San Diego Counties. I am looking to gain scale. I would also consider a firm that is located on the East Coast as we have as we have a resident employee and virtual office there.


Last Activity
this week
Listing Updated
Dec. 21, 2023

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