Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Scottsdale, AZ, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$88,500,000.00
Gross Revenue
$625,000.00
# of Accounts
320
Avg Client Age
60
Overview

Young advisor relocating to Phoenix/Scottsdale looking to acquire a book. Completed a succession plan in 2016 with 90% client retention. I lead an advisory team based in Virginia. $88m in AUM with $625k in T12 production. We recently rebranded our firm as Wealth Avenue and have systems, processes, and technology measures in place to maintain and grow as you prepare your succession plan.

Xerxes Nabong
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