$45MM AUM | $242,000 Rev in
Westlake Village, CA
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.