Market
RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
371 days old
General
Location
Scottsdale, AZ, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
AUM
$75,000,000.00
Gross Revenue
$600,000.00
# of Accounts
500
Avg Client Age
50
Overview

Pange Wealth is looking to grow through acquisitions and mergers. We recently partnered with Carson Wealth on the RIA side and have focused on putting together a team to service our clients to the highest standard. By having this team and processes in place we are looking for those advisors that are wanting to retire in the next 5-10 years or those advisor that are wanting to lighten their workload so they can focus on there top tier clients.

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