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Articles tagged "Washington Wealth"


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Rob Bartenstein says wirehouses are better competitors than they're given credit for -- and not the boiler rooms they are reputed to be.

Washington Wealth, now part of the LPL OSJ realm, annexes a $220-million-AUA team in Seattleland

The ex-Wells Fargo team chose the name Kimball Creek to highlight its Northwestern roots -- but it's also a metaphor for the high the stakes their clients face

August 27, 2013 at 1:28 PM

Felipe Luna: We're moving beyond advisors who just need turnkey.

With LPL as its new BFF, CONCERT seeks bigger game and more RIAs

San Jose-based firm wirehouse-lite is up to $3 billion of AUA but was hitting roadblocks with some bigger candidates that it believes LPL technology and RBC big-boy services can remove

April 18, 2013 at 6:36 AM

Rob Bartenstein: Washington Wealth is not abandoning what we've stood for since our inception.

Seeing a clear path to $3 billion, Washington Wealth hitches its venture to LPL but quietly adds Schwab

The Middleburg, Va., roll-up-like hybrid RIA is switching some horses after its CEO and founder exited and some funding sources dried up

October 5, 2012 at 3:03 AM

Mag Black-Scott has plans to open 20 to 30 branches.

Mag Black-Scott partners with Intel and brings aboard serious MSSB talent in quest to "disrupt"

Beverly Hills Wealth Management LLC spent six months and six figures working with Intel on its innovation

May 15, 2012 at 4:27 AM

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