$1B AUM | $6MM Rev in
9258 Wealth Management is a fee only RIA and we are interested in supplementing our organic growth with M&A and advisor recruitment. We currently have custody relationships with Raymond James and TD Ameritrade but we are open to additional custody relationships as we grow. We have successfully completed both acquisitions and advisor recruitments in the past. If you are considering selling, merging or leaving your current firm we would love to talk and see if we are a good fit for one another.