$1.6B AUM | $13MM Rev in
Westlake Village, CA
$1.6B wealth manager looking to grow through both client acquisition and 3rd party Adviser partnerships. We are very flexible with deal terms and often can structure things to suit everyone's goals and financial objectives. If you're looking to deal with a well-established RIA with a true entrepreneurial culture then we should be talking. Buyer has significant financial resources and cash.