IronBridge Wealth Counsel Acquires Cullen Financial Advisors
August 26, 2025
IronBridge Wealth Counsel announced that Michael Cullen and his team at Cullen Financial Advisors have joined IronBridge, establishing the firm's presence in San Francisco and expanding its advisory capabilities. The combined organization will manage approximately $2.5 billion in assets under advisement and aims to provide expanded technology and planning support while preserving Cullen's client relationships.
- Buyers
- IronBridge Wealth Counsel
- Targets
- Cullen Financial Advisors
- Industry
- Wealth Management
- Location
- California, United States
- Transaction Type
- Buyout
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