Concurrent Investment Advisors Onboards The Wealth Stewards
May 20, 2024
Concurrent Investment Advisors welcomed The Wealth Stewards — a merged, Arizona-based advisory team of nine professionals with over $500 million AUM — to its multi-custodial RIA platform. Concurrent will provide operational support, legal/transition assistance, and growth capital to help the firm expand services for high-net-worth and business-owner clients.
- Buyers
- Concurrent Investment Advisors
- Targets
- The Wealth Stewards
- Industry
- Financial Services
- Location
- Arizona, United States
- Transaction Type
- Growth capital
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