Steward Partners Acquires Jazz Wealth
May 6, 2026
Steward Partners announced the acquisition of Jazz Wealth, a Tampa Bay-area wealth management firm overseeing approximately $450 million in client assets. Jazz Wealth will join Steward Partners' M26A Channel platform, with the existing team continuing to operate from the Tampa Bay area while leveraging Steward’s infrastructure.
- Buyers
- Steward Partners
- Targets
- Jazz Wealth
- Platforms
- Steward Partners M26A Channel
- Industry
- Wealth Management
- Location
- United States
- Transaction Type
- Buyout
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